National Financial Network • New Haven, CT, US
Posted 3 days ago
Description
Looking for a chance to achieve new career heights on a dedicated, compassionate team of successful insurance agents? Our insurance agency is expanding and needs the help of a life insurance agent to grow our list of prospective clients and onboard new clients. Our ideal candidate is great with people, a naturally talented salesperson, and harbors incredible customer service skills and a passion for helping those in need. You’ll have an opportunity to help a thriving insurance team succeed and make a tangible difference in our clients’ lives every day. If this sounds like a job you’d love, apply now!
Responsibilities
1. Develop a prospective customer base and advertise our insurance products through referrals, cold calling, networking, and other marketing strategies to secure new business.
2. Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date.
3. Address existing and prospective customer requests in a prompt and friendly manner, including booking new meetings and responding to inquiries regarding billing, eligibility, coverage, claims, and insurance policies.
4. Process current policyholders’ insurance claims while monitoring the status of existing insurance claims.
5. Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience.
Qualifications
1. Previous customer service or experience as a sales representative preferred.
2. Strong interpersonal and communication skills are a must.
3. Candidates with an active Life & Health insurance license are strongly preferred.
4. Skilled with Microsoft Office.
5. Prior health insurance or life insurance experience a bonus.
About National Financial Network
Est. 1951 National Financial Network (NFN) is an established financial services firm that has provided comprehensive financial strategies for over 71 years.
Vision
To cultivate a collaborative environment that empowers the ambitious to achieve their utmost potential.
Mission
Empowering excellence with Integrity: National Financial Networks provides unparalleled service by uniting financial professionals, with leading technology, and personalized attention to enduring relationships.
Committed to the highest ethical standards we offer exceptional guidance and support leading towards financial success and well-being.
Values
Believe in what you do, do what you believe.
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