Entry Level Insurance Sales Agent Job at GFI - Santa Rosa, Remote

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  • GFI - Santa Rosa
  • Remote

Job Description

We are looking for a life insurance agent with amazing customer service skills to join our fast-growing insurance agency and help our clients achieve their financial goals. The ideal candidate for our entry-level insurance agent has the solid communication skills it takes to drive insurance sales among new clients. Your training is provided in house in both group and individual settings. This opportunity is for people who want to be independent, make their own schedule, want flexibility in work/life balance, and want an opportunity to make money from home. No prior experience is required as you will be fully trained through the company. Responsibilities:

  • Grow new business by generating a prospective customer base and advertise our insurance products via networking, asking for referrals, cold calling, and other marketing strategies
  • Manage electronic and paper records and ensure all contracting paperwork is kept current
  • Determine new customers’ insurance needs, desires, insurance risk, prior coverage, and financial standing via booked consultations to ensure the best client experience possible
  • Assist current policyholders during the insurance claims process while overseeing existing insurance claims
Qualifications:
  • Previous customer service or experience as a sales representative preferred
  • High school diploma or equivalent required; Bachelor’s degree preferred
  • Previous health insurance or life insurance experience a plus
  • Proficiency with Microsoft Office products
  • Current Life & Health insurance license is greatly valued
  • Must pass a background check
  • Must be 18+ years old (Federal Requirement)
  • Must currently reside in the United States
  • If you don't have a Life & Health License, must be willing to study and pass whichever state you're residing in
About Company: GFI - Santa Rosa is a platform that empowers individuals and organizations to unlock their financial potential and drive positive change. Our vision is to empower 100 million families to achieve financial independence and gain control over their financial destinies. We aim to become the #1 inspirational marketing company in the world and the largest leadership movement in the industry.

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