
Life and Health Insurance Agent
Posted Aug 26

Posted Aug 26
This is a fully remote position, open to applicants in California.
β’ Assess client requirements and propose customized insurance solutions
β’ Build and nurture robust client relationships
β’ Generate leads via networking, referrals, and resources provided by the company
β’ Inform clients about the various policies and coverage selections available
β’ Follow up with potential clients to finalize sales and ensure customer satisfaction
β’ Keep updated on industry developments and product offerings
β’ Oversee personal schedule and performance in a flexible, self-directed environment
β’ Valid insurance license (or a willingness to obtain one with our support)
β’ Excellent communication and interpersonal abilities
β’ Self-driven with a focus on achieving results
β’ Capability to work autonomously and manage time efficiently
β’ Basic computer proficiency for CRM and client management tasks
β’ Necessary technical devices for conducting business, such as a laptop, desktop, or iPad
β’ Competitive commission framework with the possibility of bonuses
β’ Flexible working hours
β’ Remote work opportunity / work from home
β’ Comprehensive training and mentorship programs
β’ Access to leading insurance carriers and products
β’ Career advancement and leadership development opportunities
β’ A supportive team environment with continuous coaching and professional growth
Duck Creek Technologies
Trucordia
Trucordia
Trucordia
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