Life Insurance Agent Job Description template and pdf with duties [2024]

Job summary 1

We are looking for a dedicated, competitive, and passionate Life Insurance Agent to join our growing team. In this position, you will play a vital role in helping us expand our market and customer base through our innovative portfolio of life insurance and annuity products. At the same time, you will also help us build meaningful relationships with new and existing members. You will also be a part of a company with a proud history of helping others and giving back to the communities where our members live. Are you ready for a career that makes a difference? If so, read on and apply!

Duties & Responsibilities 1

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Build, grow and expand Company’s membership base
Establish new accounts through prospecting, leads, and networking
Maintain client relationships
Develop weekly work plans that involve calling and scheduling appointments
- Submit weekly activities and result reports
- Service existing member accounts
- Attend educational/training seminars as needed

Requirements & Skills 1

Job summary 2

Curious about Helping People With their Insurance needs Part-Time or Full-Time? Looking for a Career or Brokerage Change? We are looking to Grow our Team and currently hiring a Life Insurance Agent.

Duties & Responsibilities 2

Manage leads within our CRM
Complete daily task within the CRM
- Pre-appointment planning
- Build rapport with clients
- Work daily with your Personal Business Coordinator

Requirements & Skills 2

Must hold an active insurance license
- Insurance experience is required
- Must have strong communication skills, be interpersonal
- Must be motivated and determined

Job summary 3

The experienced Life Insurance Agent is responsible for quoting, presenting and placing all life insurance policies to prospects and customers.

Duties & Responsibilities 3

Contact existing book of business to gauge their life insurance needs.
Schedule presentation appointments and book 1-3 life policies per month.
Receive phone calls pertaining to life insurance to provide quotes, answer questions or sell policies.
- Maintain electronic and /or paper files in an orderly, up-to-date manner.
- Perform special projects at management’s request.
- Solicit sale of new or additional services or products.

Requirements & Skills 3

Excellent verbal and written communication skills
PC, Microsoft Outlook, Word, Excel experience required (Office 2010 preferred)
Friendly voice with commitment to placing at least 2-5 calls per day.
Wisconsin Life and Health Insurance license.
- Works under general supervision.
- A certain degree of creativity and latitude is required.
- A positive, “can do” attitude with an undaunted curiosity to learn more and

Job summary 4

The Life Insurance Agent secures new customers through enrollment and performing all required tasks assigned by the regional Manager. S/he is responsible for educating current and prospective members by explaining program benefits and product illustrations.

Duties & Responsibilities 4

Develop and improve ways to interact with and maintain sales partnerships
Ensure individual enrollment quotas are met
Present program benefits to large groups
Research markets to identify new opportunities
Maintain visibility in the community by monitoring multiple marketing locations and events
Ensure members are enrolled properly, and all processes are followed
- Ensure all documentation relative to applications are properly completed
- Communicate with management regarding any recommendation that can make a workflow or process more efficient
- Additional day to day duties may include calling prospective clients that request our services and making in person recommendations

Requirements & Skills 4

Life insurance industry experience
Valid Driver's License and access to personal vehicle
- Valid Life Insurance and/or health producer license
- Ability to travel to designated territories
- Excellent written and verbal communication skills

Job summary 5

We are searching of a Life Insurance Agent to join our team.

Duties & Responsibilities 5

Leading-edge life insurance plans that help clients to drastically reduce their debt, turn their liabilities into assets, and free up money for investment purposes.
- Term Life, Whole Life, Universal + IUL’s & Annuities and Health (Private, Marketplace ACA & Medicare).
- Investment opportunities in portfolio with fast growing real estate and clean technology businesses.
- Finance education and services to help clients with expense management, tax planning, financial planning, credit enhancement, and business credit development.

Requirements & Skills 5

Job summary 6

We are looking for a licensed or non-licensed Life Insurance Agent to join our team. If you are not licensed, we will train and licenses you free of charge. You will be responsible for providing advice, conducting intermediary services between the client and the Insurance Company, and selling life policies that payout when the life insured person dies. To be a successful Life Insurance Agent, you should provide good customer service by maintaining the existing client base and implementing measures to expand the customer base through active marketing, social media, and other programs. Ultimately, a top-notch Life Insurance Agent will conduct a needs analysis for every client to ensure that the correct products are recommended.

Duties & Responsibilities 6

Requirements & Skills 6

No degree requirements.
Must be able to pass a background check.
Ability to study and pass licensing exams.
Must be able to become licensed in the state where you work.
Must be able to become accredited with the Financial Industry Regulatory Authority (FINRA).
Possess excellent communication skills.
- Display good analytical skills.
- Provide excellent customer service.
- Possess excellent selling skills.

Job summary 7

Are you looking for a new career opportunity or an experienced Life Insurance Agent looking for the opportunity to start a successful new career? Do you have an entrepreneurial mindset? We are looking for outgoing and dedicated Life Insurance Agent who is interested in a rewarding career in insurance sales. An opportunity building a team and create a passive income without cold calling and buying leads that focus on servicing public employees and small business owner. If you are a high-energy type of person, customer-focused, and have a strong desire to succeed in a sales driven environment, you might be the perfect candidate we are looking for!

Duties & Responsibilities 7

Requirements & Skills 7

Licensed Agent or willing to have an Insurance License in two weeks
Previous working experience as an Insurance Agent
Excellent communication and presentation skills
Resilient spirit and a persistent nature
- Impeccable interpersonal skills and friendly attitude
- Well organized with time great management abilities
- High School Graduate or have a degree in Finance or similar relevant fields

Job summary 8

We are seeking a driven, talented Life Insurance Agent, to join our team of professionals. As a Life Insurance Agent, you will be responsible for scheduling appointments, meeting with clients, analyzing clients' information making product recommendations, and providing ongoing service.

Duties & Responsibilities 8

Understand the needs and financial concerns of clients
Educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/ circumstances they may encounter
Promote customized ways for clients to achieve their long-term financial goals
Offer clients insurance solutions so that they have amble coverage to protect and achieve their goals.
Cultivate relationships, with a view to helping every family member or individual pursue financial security
- Build and expand your insurance practice through establishing professional networks and prospecting for new clients.
- Provide compassion and guidance to clients when unfortunate life circumstances arise
- Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of community over time.

Requirements & Skills 8

Job summary 9

Come join the fastest growing agency! As a Life Insurance Agent, you will be responsible for expanding your supported book of business by selling life insurance policies to new and existing clients, over the phone!

Duties & Responsibilities 9

Conducting telephonic presentations to sell life insurance solutions
Expand business reach through our amazing agent referral program & optional team building program
Comply with insurance standards & regulations
Completing one call close transactions with provided leads & referrals
Effectively gathering sales referrals agency sponsored incentives
- Building community relationships
- Maintaining acceptable quality of business
- Being a contributing member of a team

Requirements & Skills 9

Job summary 10

We are looking for a Life Insurance Agent.

Duties & Responsibilities 10

Maximizes life insurance market penetration with current members and property/casualty insureds and stays vigilant for new sales opportunities. Maintains high quality production and persistency standards to assure profitable growth. Identifies and develops sales opportunities within the community. Follows company approved sales process in the completion of required financial, activity and sales reporting.
- Provides life sales support and training on lead development and identification for the frontline employees, Insurance Sales Agents (P/C) and other staff who come in contact with members/ insureds. Establishes and maintains strong working relationships with front line employees, Sales Agents and the branch management team. Notifies Agents in a timely manner of result with referred lead. Provides leads from life insureds and other calls to Sales Agents for other products/services, i.e., membership, auto/homeowners and travel insurance.
- Stays well-informed of changes and developments in policy and/or external practices. Attends meetings to obtain information, provide input, keep lines of communication open, stay updated and offer sales ideas when appropriate. Keeps current in industry; maintains continuing education for licensure.
- Develops annual business plan with input and involvement from the Life Sales Manager to meet goals and determine responsibilities, including new business life sales, quality standards, as well as building outstanding customer relationships. Reviews plan objectives and reassesses strategies to align performance relative to annual sales goals.

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Life Insurance Agent Job Description

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