Life Insurance Specialist
New
United StatesFull-TimeMiddle
Salary65,000 - 100,000 USD per year OTE
Apply NowOpens the employer's application page
Job Details
- Experience
- 2+ years
- Required Skills
- SalesforceMicrosoft OfficeCRM
Requirements
- High School Diploma or GED Equivalent
- 2+ years in the life/health insurance industry
- Sales agent experience preferred
- Ability to obtain resident license for Life and Health lines
- Strong sales acumen and closing skills
- Excellent verbal communication skills
- Proficiency with Microsoft and CRM tools
Responsibilities
- Handle new leads and application requests via phone
- Conduct inbound inquiries and outbound campaigns
- Manage warm transfers
- Perform needs analysis and provide quotes using proprietary tools
- Submit electronic applications via carrier portals
- Maintain ongoing communication with customers
- Provide personalized service and support
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