Job Description

We are seeking a motivated insurance agent with an enterprising spirit to identify and convert sales leads for insurance policies while overseeing a robust portfolio of clients. The successful candidate will have served in a related insurance industry role in which he or she cultivated a pool of prospective clients through referrals, networking, cold calls, marketing initiatives, and other proactive sales strategies. If you are an enthusiastic, intuitive, and organized professional who thrives in a multifaceted role, this job is for you! We’ll provide you with the training, mentoring, and support you need to take your earning potential into your own hands. If this sounds like you, apply today! Responsibilities:

• Spend time listening to new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs
• Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty
• Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish
• Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders
• Work with policyholders to develop and deliver risk management strategies that fit their individual profiles

Qualifications:

• Superb analytical, interpersonal communication, and customer service skills are needed to succeed in this role
• Proficiency with accounting or sales-related software is helpful
• Proven understanding of the insurance industry including insurance products, risk management and any state and federal regulations
• Some computer skills with ability to use Microsoft Office is required
• Job seekers must have an insurance license

About Company: 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.

Job Tags

Self employment,

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