Position Overview
The Insurance Agent serves as the first point of contact between the insurance company and prospective clients, meeting with individuals to assess their insurance needs, collect application information, and evaluate initial risk factors. This role involves conducting in-person meetings ensuring applications are complete and accurate, and guiding clients through the insurance process in alignment with company policies and underwriting guidelines.
Key Responsibilities
Conduct client interviews to gather personal, financial, and medical information for insurance applications.
Explain insurance products, coverage options, and policy terms clearly and accurately.
Assess potential risks and identify factors that may influence underwriting decisions.
Complete and submit applications in compliance with company policies and industry regulations.
Act as a liaison between clients and the underwriting department to resolve questions or obtain additional information.
Maintain accurate and confidential client records.
Stay informed about industry trends, underwriting guidelines, and product updates.
Qualifications
High school diploma or equivalent; bachelor's degree preferred.
Prior experience in insurance sales, underwriting, or financial services is highly desirable.
State insurance license (Life/Health) or ability to obtain one.
Strong communication, presentation, and interpersonal skills.
Detail-oriented with excellent organizational abilities.
Proficient in using CRM software and digital applications for client management.
Work Environment
Combination of fieldwork (meeting clients at their location) and remote/office-based work.
May require evening or weekend availability to accommodate client schedules as needed.
Sales Agent (Insurance) • Nashville, Tennessee, United States
Shelter Insurance Agent Opportunity.We are seeking an exceptional entrepreneur to make a difference in Nashville, TN and become our newest Shelter Insurance Agent.Do you have a desire to meet new p... Show more
Remote Work Sales Agent Must be authorized to work in the US no work visas offered at this time Organization Description At The Tchimou Agency we provide a range of life insurance solutions that in... Show more
Insurance Property Survey Contractor Opportunity.Davies Risk Services is looking for independent contractors to perform insurance property surveys.This is a great opportunity for full-time or part-... Show more
OverviewJoin a dynamic insurance sales team as a Bilingual Insurance Sales Specialist, where your enthusiasm and multilingual skills will drive meaningful connections with diverse clients.Largest A... Show more
If you’re looking for an exciting opportunity where you can change people’s lives and achieve financial success as an independent insurance agent, you’ve come to the right place.Becoming an indepen... Show more
Compensation: Varies per assignment.Location: Remote (USA) Company: ProductReviewJobs Thank you for your interest in becoming a Paid Product Tester.This opportunity is for completing market res... Show more
Excellent opportunity to join a leading, national credit card processing company that has over a decade of industry experience.Slice Merchant Services offers innovative payment processing solutions... Show more
Are you an agent who has yet to master virtual sales?Or perhaps a great sales professional who has never been given the opportunity to earn what you are worth?If you answer yes to either question, ... Show more
Licensed Life Insurance Agents OnlyWe are seeking licensed life insurance agents who want predictable leads, strong commissions, and a modern environment where your effort actually pays off.We Prov... Show more
Join Mark Le Clair State Farm, a dynamic and evolving insurance agency deeply embedded in community values, where your career can flourish.Although based in the charming town of Brentwood, Tennesse... Show more
Trusthouse Insurance, LLC is seeking passionate and driven Insurance Licensed Agents to join our dynamic team.As a company committed to excellence and innovation, we offer a fully remote working en... Show more
Title: Account Manager - Commercial Lines.Remote/ Eastern and Central Time Zones.Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, ind... Show more
Vylla Home is redefining the homeownership experience for agents like you!.At Vylla Home, our mission is simple: to deliver an extraordinary homebuying or selling experience for each and every clie... Show more
Looking for stability? Want to make a real impact in your community? At American Senior Benefits, we put people first helping retirees protect their income and understand the safeguards available ... Show more
We are seeking a motivated insurance broker to help clients find the right insurance coverage.Responsibilities include assessing client needs, recommending policies, managing applications, and prov... Show more
We offer Part-time and Full-time job opportunities almost everywhere in the United States.We are looking for motivated people who want to become financially independent and get a sense of significa... Show more
Insurance Sales Representative - Up to $300k+ Yearly.Independent Contractor (1099) | Uncapped Commission | $120K–$300K+ Potential.Inspired by advisory-driven platforms like.Clarity in a complex mar... Show more
Southwestern Insurance Group was founded on the idea that insurance can be more than just an afterthought, but rather an important part of your life.That's why we bring you personalized service and... Show more
It is engaged in the construction and sale of high quality homes designed principally for the entry-level and first time move-up markets.The Company also provides mortgage financing and title servi... Show more
We are looking for a passionate individual with a sense of responsibility and willingness to help create families to join us as a surrogate.In this role, you will be instrumental in supporting indi... Show more
