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Life Insurance Sales Producer

Wagner Insurance
The Woodlands, TX Full Time
POSTED ON 9/28/2024 CLOSED ON 10/28/2024

What are the responsibilities and job description for the Life Insurance Sales Producer position at Wagner Insurance?

We are seeking an experienced Insurance Agent for Life Insurance to join our team!  If you are passionate about helping others and looking for a supportive environment to grow your career, we would love to meet you!!

🌟 This position has a base salary uncapped commission 🌟

Why Wagner Insurance?

At Wagner Insurance, we pride ourselves on our commitment to excellence, customer satisfaction, and a supportive work environment. As a key team member, you will be critical to our success and growth. We offer a collaborative team atmosphere where your contributions are valued, and your professional development is encouraged.  For more information on Wagner Insurance, check out our website: https://www.wagner-ins.com/home

Key Responsibilities:

As a Life Insurance Producer, you will play a crucial role in helping individuals and families protect their financial well-being. You will be responsible for:
  • Prospecting/Lead Generation (60%)

    • Conduct daily cold calls and attend networking events.
    • Build trust with prospects by understanding their unique needs and providing high-quality solutions.
    • Accurately complete applications and related documentation.
    • Respond promptly to inquiries and maintain detailed records.
    • Achieve monthly goals: 20 submitted applications, 10 new policies issued, 4 networking events.
    • 5-10 hours of cold calling (weekly)
  • Proposal Process and Presentation (25%)

    • Follow agency procedures for proposals.
    • Submit comprehensive information to underwriters and respond to additional requests.
    • Document coverage discussions and submit new business paperwork accurately.
    • Maintain a closing ratio of 50% or higher and achieve high client satisfaction scores.
  • Customer Retention (10%)

    • Develop and maintain positive relationships with clients throughout their policy terms.
    • Provide exceptional customer service, quote coverage changes, and conduct annual policy reviews.
    • Ensure a 90% client retention rate and document quarterly check-ins.
  • General Duties (5%)

    • Stay updated with industry knowledge and attend required meetings.
    • Submit accurate documentation and maintain CRM records.
    • Ensure continuous education credits for an active license.

Qualifications:

  • Education: Bachelor’s Degree preferred, Texas Life & Health License required.
  • Experience: Minimum of 2 years in life insurance sales.
  • Skills:
    • Strong sales acumen and experience in cold calling.
    • High emotional intelligence and ability to build rapport quickly.
    • Excellent communication and interpersonal skills.
    • Decisive, confident, and able to multitask and prioritize effectively.
    • Ability to work collaboratively in a team environment.

What We Offer:

  • Competitive salary and benefits package.
  • Professional growth and development opportunities.
  • A supportive and collaborative work environment.
  • Access to company assets, including credit cards, cell phones, building keys, and laptop computers.

Salary : $60,000 - $120,000

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