Financial Services Agent - Life Insurance & Financial Services

About This Role

This paid position is for a dynamic and motivated Financial Services Agent specializing in Life Insurance and Financial Products. You will build strong client relationships, provide expert guidance on insurance and financial solutions, and deliver exceptional customer service, helping clients achieve their financial goals while ensuring compliance with industry regulations.

Responsibilities

• Engage with prospective and existing clients through outside sales efforts, including telemarketing and community outreach, to promote life insurance, health insurance, and financial services
• Conduct thorough needs analysis to understand clients’ financial situations and recommend tailored insurance products and benefits administration solutions
• Negotiate policy terms, premiums, and coverage options to secure mutually beneficial agreements that meet client needs while adhering to insurance regulation standards
• Build and maintain strong customer relationships through proactive communication, personalized service, and ongoing support
• Manage sales administration tasks using CRM systems and Microsoft Office tools to track leads, follow-ups, policy details, and client interactions efficiently
• Stay informed about industry trends, regulatory changes such as HIPAA compliance, and product updates related to health insurance, life insurance, and commercial insurance knowledge
• Collaborate with marketing teams to develop strategies for expanding outreach efforts and increasing sales opportunities within diverse markets

Requirements

• Proven experience in outside sales, retail sales, or telemarketing with a focus on insurance or financial services
• Strong negotiation skills with the ability to close deals effectively while maintaining customer trust
• Excellent communication skills
• Proficiency in CRM systems, Microsoft Office Suite (Word, Excel, PowerPoint), and sales administration tools
• Deep understanding of insurance products including life insurance, health insurance, property casualty insurance, and commercial insurance knowledge
• Analysis skills for assessing client needs and recommending appropriate solutions aligned with insurance regulation standards
• Customer relationship building expertise combined with exceptional customer service abilities
• Ability to effectively communicate complex concepts clearly and persuasively across various channels
• Do you currently hold an active Life & Health insurance license with corresponding variable authority?
• Do you have at least one year of customer-facing sales experience in life insurance and financial services?
• Are you interested in a performance-based financial services business opportunity rather than a traditional salaried corporate position?