Exact Medicare · 5 months ago
1099 Licensed Final Expense Insurance Agent
United States
Full-time
Remote
New Grad, Entry LevelExact Medicare is committed to creating a superior client experience by understanding and caring for their customers. In this role, the Licensed Final Expense Insurance Agent will help individuals and families secure their financial future through tailored life and final expense solutions, while building strong client relationships and ensuring compliance with insurance regulations.
Health InsuranceInsurance
No H1B
Responsibilities
Client Education: Clearly communicate the features, benefits, and costs of various life insurance policies and supplemental products, ensuring potential clients fully understand their coverage options
Needs-Based Assessments: Conduct thorough evaluations of clients’ financial situations, future goals, and protection needs to recommend personalized insurance solutions that provide adequate coverage
Sales & Relationship Management: Establish and nurture long-term client relationships by providing exceptional customer service, proactive follow-ups, and ongoing policy support to ensure client satisfaction
Regulatory Compliance: Ensure all sales processes and policy recommendations adhere to state and federal insurance regulations, maintaining the highest level of integrity and professionalism
Record-Keeping & Documentation: Maintain accurate and up-to-date records of client interactions, policy applications, and coverage details, ensuring compliance with industry standards and company policies
Industry Knowledge & Development: Stay informed about industry trends, product updates, and regulatory changes to better serve clients and remain competitive in the market
Professional Growth: Participate in company training programs, certification courses, and licensing requirements to enhance skills and remain in compliance with state insurance regulations
Qualification
Required
Active Life Insurance License: Must hold a valid state-issued Life Insurance license
Sales & Customer Service Skills: Strong ability to connect with clients, explain complex products in an understandable way, and close sales effectively while maintaining a customer-first approach
Self-Motivation & Goal-Oriented Mindset: Ability to work independently, set and achieve sales targets, and manage time efficiently in a fast-paced environment
Understanding of sales and ability to generate revenue
Comfortable operating in a metrics-driven environment with expectations around sales performance, and call compliance
Strong organizational, interpersonal, communication, and presentation skills
Must be authorized to legally work in the United States without sponsorship
Company
Exact Medicare
Exact Medicare is a company that offers a Medicare plan, a supplement plan, and RX plans.
Founded in 2021
201-500 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase