Virtual Life Agent
Company:Yellowstone Life Insurance Agency, LLC
Location:United States
Languages:English
Seniority level:Entry
Skills:
Agile methodologiesMicrosoft Office SuiteMS OfficeCommunication SkillsAnalytical SkillsProblem SolvingCustomer serviceAttention to detailOrganizational skillsWritten communicationLead GenerationEnglish communicationInterpersonal skillsRelationship buildingVerbal communicationActive listeningAbility to learnClient relationship managementStrong communication skillsSales experienceMarket ResearchCustomer support
Requirements:
Strong desire to help clients achieve peace of mind regarding their financial security. Excellent verbal and written communication skills. Proactive, self-motivated, and disciplined when working independently. High attention to detail and organizational skills. A valid Life Insurance License is required (unlicensed candidates can apply if they obtain a license within 60 days).
Responsibilities:
Foster strong relationships with clients to understand their requirements and provide tailored insurance advice. Conduct thorough needs analyses to help identify the most suitable insurance products for clients. Explain complex insurance concepts in clear and understandable terms. Assist clients in completing applications and securing the necessary documentation for insurance coverage. Regularly follow up with clients to maintain relationships and review their insurance policies. Collaborate with insurance providers to ensure clients receive optimum terms and coverage.
