What are the responsibilities and job description for the Life Insurance Agent position at RA Financial?
Summary
We are seeking excited and competitive individuals to join our extraordinary team. The ideal person will be responsible for providing exceptional customer service while assisting clients in selecting the right insurance policies to meet their financial needs. We require strong communications skills, people skills, and the capacity to educate effectively. Multilingual candidates are highly encouraged to apply, as they will enhance our ability to serve a diverse clientele.
Duties
- Assess clients' insurance needs and provide personalized recommendations tailored to their individual circumstances.
- Develop and maintain strong relationships with clients through effective communication and follow-up.
- Educate clients on a financial game plan to ensure their financial future.
- Prepare and present insurance proposals to potential clients, highlighting key benefits and coverage options.
- Educate a client on their policy terms and conditions to ensure satisfaction.
- Collaborate with team members to achieve sales targets and enhance overall environment.
- Stay updated on HIPAA regulations and ensure compliance in all client interactions.
Skills
- Strong communication skills, both verbal and written, with the ability to convey information clearly.
- Proficient in building relationships.
- Experience in retail sales or outside sales is preferred, with a proven track record of achieving sales goals.
- Ability to successfully complete state mandated courses.
- Bilingual or multilingual capabilities are significant advantage in serving a diverse clientele.
- Familiarity with insurance products, services, and regulations is beneficial but not mandatory, training will be provided.
If you are passionate about helping individuals secure their futures through effective insurance solutions, we encourage you to apply for this exciting opportunity as an insurance agent. We provide hands on training, prior experience is not required.
Job Types: Full-time, Part-time
Pay: $7,043.24 - $8,482.19 per month
Work Location: In person
Salary : $7,043 - $8,482