Realm Health · 4 hours ago
Life & Health Insurance Agent
Dallas, TX
Full-time
Onsite
Entry Level
1+ years expRealm Health is a leading insurance agency serving the trucking and logistics industry, dedicated to delivering affordable healthcare to professional drivers. They are seeking a motivated Life & Health Insurance Agent to provide tailored insurance solutions and exceptional customer service to clients.
FinanceHealth CareHealth InsuranceInsurance
Responsibilities
Engage with prospective clients to understand their unique life and health insurance needs
Educate clients about available insurance products and explain their features, benefits, and costs
Develop and customize insurance plans that align with clients’ goals and financial situations
Provide exceptional customer service during the entire sales process and maintain ongoing client relationships
Follow up on leads through phone, email, or other communication channels in a timely and organized manner
Stay up-to-date on industry trends, regulations, and insurance products to ensure expert advice to clients
Meet or exceed sales targets and performance metrics as established by the company
Collaborate with team members and contribute to the overall success of the Inside Sales department
Qualification
Required
Minimum 1 year of experience as a Life & Health Insurance Agent or in a related sales role
Active Life and Health Insurance license required
Strong communication skills in English (both verbal and written)
Proven ability to build rapport and establish trust with clients
Goal-oriented mindset with a demonstrated track record of meeting or exceeding sales quotas
Proficiency in using CRM tools and other sales-related software
Excellent problem-solving skills and the ability to provide solutions tailored to each client's needs
High degree of professionalism and ethical conduct in dealing with sensitive client information
Company
Realm Health
Realm Health is an insurance marketing company.
201-500 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase