Insurance Sales Specialist jobs in United States
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Southwestern Legacy Insurance Group · 3 weeks ago

Insurance Sales Specialist

Southwestern Legacy Insurance Group specializes in providing Life Insurance solutions to address the financial needs of aging Americans. They are seeking Insurance Sales Specialists to engage clients, provide expert guidance on life insurance options, and ensure exceptional customer service.

Insurance

Responsibilities

Engaging prospective clients
Building relationships
Guiding clients toward suitable life insurance options
Providing expert advice on insurance products
Responding to client inquiries
Offering exceptional customer service
Staying updated on industry trends and offerings
Prospecting for new clients
Servicing existing policyholders

Qualification

Insurance SalesInsurance BrokerageCustomer ServiceFinal Expense KnowledgeHealth Insurance KnowledgeActive Insurance LicenseComputer LiteracyPositive Phone AcumenRapport BuildingCommunication SkillsOrganizational SkillsTime Management

Required

Strong expertise in Insurance Sales and Insurance, with the ability to effectively communicate and connect with clients
Experience in Insurance Brokerage and knowledge of Final Expense and Health Insurance products
Excellent Customer Service skills to provide a seamless client experience and foster long-term relationships
Superior interpersonal, communication, and organizational skills
Ability to work independently in a remote environment, with strong time management skills
Self-motivated and driven to meet and exceed sales goals
Active insurance license or willingness to obtain one is required
Strong English communication skills
Must reside in the United States in order to sell insurance within the US
Strong computer literacy
Positive phone acumen
Ability to build rapport with clients via phone, video or in person

Preferred

Experience in the life insurance industry is a plus but not required
Possess an understanding of sales and sales cycles as well as how to build your book of business is strongly desired, but not required

Company

Southwestern Legacy Insurance Group

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At Southwestern Legacy Insurance Group, we’re committed to meeting a critical need shared by millions of people.

Funding

Current Stage
Early Stage

Leadership Team

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Anthony Welti
Sr Partner
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Bob Nissim, CFA
Founding Partner
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Company data provided by crunchbase