Job Description

3 weeks ago Be among the first 25 applicants

PURPOSE:
Our Life Insurance Sales Agent provides personalized service to clients by assessing their needs and offering tailored life insurance solutions. They educate clients on policy options, help them select the best coverage to protect their loved ones, and ensure their policies remain up to date. This role involves building strong client relationships, identifying coverage gaps, and guiding clients through the application and underwriting process. The Life Insurance Sales Agent is responsible for meeting sales goals, expanding the client base, and maintaining accurate policy records. This is a performance-driven sales role with compensation structured according to a separate pay plan.

Important License Information:
Employee must have a Florida Life, Health, and Variable Annuities Agent License (2-15) or be willing to acquire the 2-15 license through the company. Employee must be willing to acquire the 2-15 license within the first 30 days of employment. After passing the 90-day probationary period, Comfort Insurance and Finances will fully reimburse 50% of the licensing cost.

COMPENSATION: Yearly salary rate is $32,000 plus the opportunity to earn uncapped commissions, subject to applicable federal and state tax withholdings.

DUTIES AND RESPONSIBILITIES:

• Production of new insurance agency business
• Assisting with ongoing service to clients
• Responsible for developing leads, scheduling appointments, identifying customer needs, and marketing appropriate products
• Prospecting, generating new business, retaining book-of-business, cross-selling, and customer service. (40 outbound calls, 20 outbound texts, 20 outbound emails daily)
• Helps the agency achieve long-term success by following guidelines and operational processes
• Determines clients' needs by quoting and explaining coverage options that meet their goals
• Obtains underwriting approval by completing applications
• Completes coverage by delivering policies, planning follow-ups, and evaluating needs
• Provides ongoing service through policy reviews and courtesy follow-up calls
• Updates knowledge by participating in educational opportunities and maintaining networks
• Enhances agency reputation by ownership and exploring value-added opportunities
• Ability to project energy and motivate others
• Professional image and rapport-building skills
• Good time management and organizational skills
• Active pursuit of business and professional growth
• Responsible for training and onboarding new team members
• Motivated towards ongoing professional development

Requirements:

• Must have a Florida Life, Health, and Variable Annuities Agent License (2-15) or willingness to acquire it through the company
• Fluent in Spanish
• Ability to handle high call and email volume daily
• Team collaboration skills
• Technical and problem-solving skills
• Interpersonal skills for positive customer interactions
• Ability to work under stress and handle the public professionally
• 2-3 years of relevant office experience
• Typing speed of at least 35 wpm
• Results-driven, self-directed, and proactive
• Teamwork ability
• Multitasking and prioritization skills
• Effective time management and organizational skills
• Bilingual in English and Spanish
• Proficient with technology (PowerPoint, databases, spreadsheets)
• Reliable attendance and punctuality
• High School diploma or GED

Benefits:

• Dental & Vision Insurance
• 401(k) Matching
• Life Insurance
• Paid Time Off
• Career Development Opportunities
• Flexible Work Schedule

Ready to join a team that invests in you?

Seniority level

• Associate

Employment type

• Full-time

Job function

• Sales

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