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Insurance Agent

Posted 2024-11-07

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💎 Seniority level: Entry

📍 Location: Texas, United States

🔍 Industry: Insurance

🏢 Company: Yellowstone Life Insurance Agency, LLC

🗣️ Languages: English

🪄 Skills: Communication SkillsAnalytical SkillsCollaborationProblem SolvingAttention to detail

Requirements:
  • Strong interpersonal and communication skills, with the ability to quickly build rapport with clients.
  • Excellent problem-solving abilities and strong attention to detail.
  • Self-motivated and capable of working independently.
  • A current Life Insurance License is required; candidates without a license may apply but must obtain it within a specified timeframe.
  • Previous experience in sales or insurance is preferred but not required.
Responsibilities:
  • Build and maintain strong client relationships, serving as the primary contact for all insurance inquiries.
  • Assess clients' insurance needs through thorough interviews and understanding their individual circumstances.
  • Provide personalized insurance recommendations based on clients' financial goals and risk tolerance.
  • Educate clients on the features, benefits, and limitations of different life insurance policies.
  • Assist clients with completing insurance applications and gather the necessary documentation for submission.
  • Follow up with clients regularly to review their policies and make recommendations for adjustments as needed.
  • Collaborate with insurance carriers and underwriters to ensure the best policy terms for clients.
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