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Life Insurance Agent - Remote

UniTrust Financial Group
Lynwood, CA Remote Full Time
POSTED ON 2/27/2025
AVAILABLE BEFORE 4/23/2025

Life Insurance Agent - Remote


We are currently seeking a ILife Insurance Agent to join our team. As an Life Insurance Agent, your primary responsibilities will revolve around qualifying leads, building strong client relationships, and persuading individuals to purchase insurance products. This position is commission only based.This remote position offers the flexibility to work from anywhere while making a significant impact in the insurance industry.

Responsibilities:

  • Acquire comprehensive knowledge about our insurance products to provide expert guidance and support to clients.
  • Identify prospective customers through effective lead generation and conversion strategies.
  • Proactively contact new and existing customers to understand their insurance needs and offer suitable solutions.
  • Emphasize the unique features of our products to demonstrate how they effectively address customer problems.
  • Answer customer inquiries promptly and accurately, providing detailed information about our insurance offerings.
  • Negotiate prices and terms, preparing sales agreements with a focus on meeting customer requirements.
  • Collaborate with colleagues across various sectors to leverage expertise and deliver comprehensive insurance solutions.
  • Maintain detailed contact lists and consistently follow up with customers to nurture relationships and provide ongoing support.
  • Present and sell insurance policies to both new and existing clients, tailoring coverage to their specific needs.
  • Develop and calculate suitable insurance plans based on clients' requirements and financial objectives.
  • Resolve client inquiries and complaints in a timely and professional manner, delivering exceptional customer service.
  • Expand business reach through effective networking techniques and establish relationships with referral sources.
  • Ensure compliance with insurance standards and regulations, staying updated on industry changes and best practices.
  • Track and identify areas for improvement in sales techniques and customer satisfaction.
  • Meet designated sales targets by customizing marketing strategies to effectively sell insurance products to businesses and individuals.
  • Conduct market research to understand the needs, wants, habits, interests, and other relevant factors of the target audience, contributing to the development of targeted marketing events.
  • Research previous successful campaigns to gain insights into what worked, what didn't, and areas for improvement.
  • Review the progress and success of events, making necessary adjustments and pitching ideas for new events to maximize results.

Qualifications & Skills:

  • Previous experience in insurance sales, customer service, or related fields, demonstrating the ability to build rapport with clients and meet their insurance needs.
  • Strong negotiation skills to effectively discuss pricing and terms with clients.
  • Excellent written and verbal communication skills to engage and connect with clients remotely.
  • Ability to manage time efficiently, prioritize tasks, and multitask effectively in a remote work environment.
  • Strong attention to detail to ensure accuracy in policy documentation.
  • Ability to establish and maintain positive relationships with clients and colleagues.
  • Proficiency in using Customer Relationship Management (CRM) software is a plus.

Job Type: Commission pay.

If you have previous experience in insurance sales, customer service, or related fields, possess strong negotiation and communication skills, and are motivated to succeed as a Remote Insurance Sales Specialist, we encourage you to apply for this position. Join our team and contribute to the growth and success of our organization while building lasting relationships with clients. Apply now to embark on a rewarding career journey with us!

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