Life Insurance Sales Agent Job at Ironclad Wealth Partners, Sacramento, CA

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  • Ironclad Wealth Partners
  • Sacramento, CA

Job Description

Job Overview
We are seeking a motivated and detail-oriented Insurance Agent to join our dynamic team. The ideal candidate will have a strong background in insurance sales and a passion for helping clients navigate their insurance needs. This role requires excellent communication skills, a customer-focused mindset, and the ability to work both independently and as part of a team. Bilingual candidates, particularly those fluent in Spanish or other languages, are highly encouraged to apply.

Duties

  • Develop and maintain relationships with clients to understand their insurance needs.
  • Conduct thorough market research to identify potential clients and opportunities for growth.
  • Provide expert advice on various insurance products.
  • Assist clients with the completion of applications and documentation required for policy issuance.
  • Engage in outside sales activities, including networking events and community outreach.
  • Utilize telemarketing strategies to generate leads and follow up with prospective clients.
  • Ensure compliance with HIPAA regulations and maintain confidentiality of client information.
  • Collaborate with team members on sales administration tasks to streamline processes and improve efficiency.
  • Stay updated on industry trends, products, and competitive landscape to provide informed recommendations.

Requirements

  • Proven experience in insurance sales or a related field is preferred.
  • Strong understanding of benefits administration and various types of insurance products.
  • Excellent interpersonal skills with the ability to build rapport with diverse clientele.
  • Bilingual or multilingual proficiency is highly desirable (Spanish is a plus).
  • Familiarity with sales administration processes and telemarketing techniques.
  • Ability to work independently while also contributing effectively within a team environment.
  • Strong organizational skills with attention to detail and accuracy in documentation.
  • A valid insurance license may be required depending on state regulations.

Join our team as an Insurance Agent where you can make a difference in people's lives while advancing your career in the insurance industry!

Job Tags

Contract work,

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