Entry-Level life insurance & investment agent

Job Summary

Join our dynamic team as an Entry-Level Life Insurance & Investment Agent, where you’ll embark on an exciting career helping clients secure their financial futures. This paid position offers a fantastic opportunity to develop your sales skills, gain comprehensive insurance knowledge, and build lasting customer relationships. You’ll be empowered to educate clients about life insurance, health insurance, and investment options while honing your negotiation and communication abilities in a supportive environment. No prior experience is necessary—just a passion for helping others and a drive to succeed!

Duties

• Engage with potential clients through outside sales efforts, including telemarketing and community outreach, to introduce life insurance and investment products
• Build strong customer relationships by understanding client needs and providing tailored insurance solutions
• Conduct detailed analysis of client financial situations to recommend appropriate insurance coverage and investment strategies
• Negotiate policy terms and benefits with clients, ensuring clarity and satisfaction for all parties involved
• Maintain accurate records of client interactions using CRM (Customer Relationship Management) systems and sales administration tools
• Stay informed about insurance regulations, product updates, and industry best practices to ensure compliant and effective sales approaches
• Collaborate with team members to develop sales strategies, participate in training sessions, and achieve individual and team goals

Requirements

• Strong communication skills with the ability to clearly explain complex insurance concepts in multiple languages (bilingual/multilingual skills are a plus)
• Demonstrated ability in outside sales, retail sales, or telemarketing environments with a proactive approach to client engagement
• Excellent negotiation skills combined with analysis skills to assess client needs accurately
• Familiarity with Microsoft Office applications and CRM systems for managing client data and sales activities
• Knowledge of property casualty insurance, health insurance, life insurance, and commercial insurance products is advantageous but not mandatory—training will be provided
• Understanding of insurance regulation standards and benefits administration processes is desirable
• Customer service orientation with a focus on building long-term client relationships
• Ability to work independently while contributing effectively within a team setting

Embark on a rewarding career path where your enthusiasm for sales meets your desire to make a meaningful difference in people’s lives. We are committed to supporting your growth every step of the way!

Pay: $3,000.00 - $63,400.00 per month

Benefits:

• 401(k)
• Flexible schedule
• Work from home

Work Location: Hybrid remote in Tamarac, FL 33321