Licensed Inside Sales Professional - Health and Life Insurance

The Licensed Inside Sales Professional - Health and Life Insurance will operate within an inside sales team environment, focusing on individual clients. This role involves consulting customers on suitable insurance policies, ensuring adherence to compliance standards, and effectively managing customer relationships using CRM tools. The professional will also identify opportunities for cross-selling to enhance client coverage.

Responsibilities

• Consult with clients to assess their health and life insurance needs
• Recommend appropriate insurance policies based on client requirements
• Adhere to all regulatory and company compliance standards
• Manage client data and interactions using CRM systems
• Identify and pursue cross-selling opportunities within existing client base

Preferred Qualifications

• 2+ years experience in insurance sales
• High School Diploma or equivalent
• Proficiency in insurance sales and customer relationship management
• Strong communication and interpersonal skills
• In-depth product knowledge of health and life insurance
• Understanding of regulatory compliance requirements
• Effective problem-solving abilities