Life Insurance Sales Agent - Trainee

4 Days Old

Job Description

Job Description

Our rapidly expanding insurance agency is looking for part-time and full-time life insurance agents to join our team! You’ll grow a list of prospective clients, market our insurance products, showcase our offerings to new customers, and help policyholders navigate the claims process.


We’ll provide the support network and resources to help you reach - and exceed - your sales goals. If you have a strong drive to succeed, great communication skills, and outstanding customer service skills, we’d love to hear from you. Apply today!

Compensation:

$50,000+ at plan commission based on performance


Responsibilities:
  • Expand our prospective customer base and market our insurance products via including networking, referrals, cold calling, and various marketing strategies to bring in new business
  • Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience
  • Onboard incoming and retain existing clients via a variety of customer service tasks, such as appointment booking, and responding to inquiries regarding billing, coverage, eligibility, and insurance policies
  • Process current policyholders’ insurance claims while monitoring the status of existing insurance claims
  • Manage electronic and paper records and ensure all contracting paperwork is kept current
  • Must already have or be willing to obtain a life insurance license
  • Conduct client consultations to understand financial goals and insurance needs
  • Present life insurance solutions in a clear and professional manner
  • Assist clients with completing applications and navigating underwriting requirements
  • Provide customer service support for existing policyholders
  • Help clients during the claims process when needed
  • Maintain organized electronic and paper records for compliance and servicing
  • Prospecting and lead generation through networking, referrals, social media, and outreach




Qualifications:
  • Skilled with Microsoft Office
  • Client service experience as a sales representative a plus
  • Background in the health insurance or life insurance industries preferred
  • Candidates with an active Life & Health insurance license are strongly preferred
  • Candidates must have a high school diploma or GED; a Bachelor’s degree is a plus
  • An active life insurance license is a strong advantage
  • Applicants without a license must be willing to obtain one
  • Strong interpersonal and communication skills
  • Previous customer service or sales experience preferred
  • Ability to build trust and explain financial concepts clearly
  • Self-motivated with a goal-oriented mindset
  • Comfortable using Zoom, email, and basic online tools
  • Applicants must be authorized to work and reside in the United States

About Company

Founded in 2011 and headquartered in Carrollton, Texas, Nobility Financial - Relentless Team stands out in the insurance industry for its innovative approach to professional development and client service.

Specializing in retirement planning, life insurance, and debt solutions, the firm has helped thousands of clients protect their futures. Nobility Financial is recognized for its unique training programs that empower second-career professionals, particularly couples, to scale their own agencies efficiently.

With a mission to improve clients’ financial security and strengthen families through shared business-minded ventures, Nobility Financial embodies service, personal growth, and community support.

For more information, visit:

https://integrity.com/nobility/

Location:
Dallas
Category:
Finance And Insurance

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