
Life & Health Insurance Agent
Posted May 7

Posted May 7
• Assess client requirements and propose customized insurance options.
• Cultivate and sustain robust relationships with clients.
• Generate leads through networking, referrals, and resources provided by the company.
• Inform clients about the various policies and coverage alternatives available.
• Follow up with potential clients to finalize sales and ensure customer satisfaction.
• Keep abreast of industry developments and product offerings.
• Operate autonomously while collaborating with a supportive team.
• Possession of an insurance license (or a willingness to acquire one, as we offer guidance).
• Excellent communication and interpersonal abilities.
• Self-driven and oriented towards achieving results.
• Capacity to work independently and manage time efficiently.
• Fundamental computer skills for CRM and client management.
• Commission structure with opportunities for bonuses.
• Flexible working hours (this is a remote position).
• Comprehensive training and mentorship programs.
• Access to leading insurance carriers and products.
• Opportunities for career advancement and leadership development.
• A supportive team culture that emphasizes ongoing coaching and professional growth.
Legacy Planning
Legacy Planning
Aprio
Legacy Planning
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