Insurance Agent

Job Description

MUST BE LOCATED IN NORTH CAROLINA

As an Insurance Agent, you'll play a crucial role in assisting individual customers and a mixed client base in selecting appropriate life insurance products. This role involves direct sales, customer service, and client acquisition within a local travel area. The agent utilizes CRM software, quoting and underwriting tools, and communication platforms to support efficient sales processes and maintain strong customer relationships. This position is commission-based while being fully vested day one. Remote including local travel

Responsibilities

• Acquire and engage individual and mixed client base for insurance policies
• Sell life and health insurance products through direct sales methods
• Provide excellent customer service to maintain client satisfaction and retention
• Utilize CRM software to track customer interactions and manage sales pipelines
• Use quoting and underwriting tools to deliver accurate policy information
• Conduct local travel to meet clients and attend insurance-related events

Required Qualifications

• High school diploma or equivalent

Preferred Qualifications

• Entry-level experience in insurance sales
• Insurance Agent License
• Familiarity with Customer Relationship Management (CRM) software
• Strong problem solving and time management skills
• Attention to detail
• Proven sales abilities