About the Insurance Agent Position
We’re seeking a motivated and competitive worker to join our team as an Insurance Agent. As an Insurance Agent with Planright Financial, you’ll be responsible for selling policies to clients, handling claims, and keeping track of policy renewals.
Our ideal candidate will have excellent customer service skills for working with a variety of clients. If you think you’d excel as an Insurance Agent, we’d love to hear from you.
Insurance Agent Responsibilities
- Identify opportunities to sell life, health, or Medicare insurance to a variety of clients, working with them to find the policy that best suits their needs
- Go through policies with clients so that they have an understanding of the insurance costs and benefits
- Work alongside marketing team members to further client outreach
- Answer client and potential client insurance-related queries as needed
WHAT WE OFFER:
- Hands on in the field Training and Mentorship
- Qualified leads platform
- Day one vestment
- Leadership Development
- Management and partnership opportunities
- Luxury trip qualifiers
Insurance Agent Requirements
- [2+] years experience as an Insurance Agent
- BA/BS in business, economics, or related field preferred
- Appropriate insurance licensing where required by law
- Excellent customer service skills
- Superb communication and negotiation skills
- In-depth knowledge of different types of insurance, including life, health, and car insurance
- Strong organizational and time-management skills
- Proficient software skills, including Microsoft Office Suite