Planright Financial · 2 days ago
Life Insurance Agent
Greensboro, NC
Full-time
Hybrid
New Grad, Entry LevelPlanright Financial is an independent marketing organization specializing in the financial services and insurance industries. The Life Insurance Agent will assist clients in selecting appropriate life insurance solutions by analyzing their needs and providing tailored recommendations, while also maintaining client relationships and ensuring a high-quality customer experience.
Financial Services
Hiring Manager
Dylan Brewer
Responsibilities
Following up on leads
Meeting sales targets
Maintaining client relationships
Ensuring a high-quality customer experience
Explaining complex insurance products
Managing policies
Qualification
Required
Proven expertise in a customer service role or sales role
Knowledge of financial planning and retirement strategies, including Finance and Insurance-related expertise
Strong Customer Service skills with the ability to build trust and maintain relationships
Strong organizational skills, goal-oriented mindset, and self-discipline
Ability to work independently and manage remote responsibilities effectively
Preferred
Experience in the financial services or insurance industry is a plus
Relevant licenses or certifications in life insurance are highly desirable but not a deal breaker. We help aid you with obtaining your license
Company
Planright Financial
Planright is an independent marketing organization (IMO) in the financial services industry; specifically in the insurance marketplace.
Founded in 2013
201-500 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase