What are the responsibilities and job description for the Insurance Sales Agent-Experienced position at TruLegacy Life Group - Hughey?
$110,000 - $125,000 yearly
Responsibilities:- Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders
- Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty
- Work with policyholders to develop and deliver risk management strategies that fit their individual profiles
- Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers’ satisfaction
- Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities, and present insurance plan options tailored to their individual circumstances
- High school diploma mandatory; four-year undergraduate degree strongly preferred
- Strong interpersonal skills, communication skills, customer service skills, and analytical skills are required
- Working knowledge of the insurance industry, insurance products risk management profiles, and related state and federal regulations
- Basic computer skills with proficiency with Microsoft Office suite is necessary
- Job seekers must have an insurance license
TruLegacy Life Group, LLC, established in February 2024, is committed to providing life insurance solutions and wealth-building tools to individual clients and corporate groups, focusing on self-employed individuals.
At TruLegacy, our mission is clear: to become the leading life insurance agency in the continental United States. We are dedicated to serving a diverse clientele across various demographics, offering a comprehensive suite of life insurance products comparable to those of larger agencies. However, we go a step further—helping our clients eliminate debt and build wealth in tandem.
This innovative approach allows us to meet the needs of underserved middle-income Americans and small businesses, providing financial security and laying the foundation for a lasting legacy.
Salary : $110,000 - $125,000