What are the responsibilities and job description for the Life Insurance Agent position at PHP Financial Services?
$150,000 at plan commission
Responsibilities:- Stay abreast of any changes to rules or policies within the insurance agency to effectively amend insurance programs for existing and prospective clients
- Develop risk management strategies for each customer to ensure his or her policy needs are continuously met
- Take ownership of ensuring there are accurate records of all necessary bookkeeping, client, and sales reports in order to track and communicate the status of assigned goals
- Maintain a portfolio of existing customers and pursue insurance sales with new clients by using sales strategies that may include cold calling and networking
- Spend time listening to existing, new, and prospective clients to evaluate their needs and stage-of-life priorities before presenting insurance plan options for their specific circumstances
- High school diploma necessary; college degree a bonus
- Open to embracing the insurance industry and becoming educated about its relevant state and federal regulations
- Must be a superb communicator able to carefully analyze complex ideas like insurance programs; experience working in customer service is beneficial
- Candidates must have or be willing to get an insurance license
- Candidates must have some computer experience, including the ability to effectively use Microsoft Office programs
Our mission is to cultivate a dynamic and enjoyable environment where integrity, transparency, and trust are at the core of everything we do. We believe that relationships are the foundation of success; therefore, we foster connections that go beyond transactions, empowering our team to grow not only as professionals but as leaders in every aspect of their lives. Together, we create a supportive community that values high standards and encourages personal and professional development, ensuring that every member thrives on their journey.