Insurance Sales Representative – Life & Financial Protection

Job Summary
Join our dynamic team as an Insurance Sales Representative specializing in Life & Financial Protection! In this energetic role, you will actively engage with potential clients to understand their insurance needs and offer tailored solutions that safeguard their future. Your enthusiasm and communication skills will drive customer satisfaction and help build lasting relationships. This position offers the opportunity to develop your sales expertise while making a meaningful impact on clients’ financial security. Whether you're experienced in outside sales or new to the industry, your proactive approach and dedication will be key to success in this vibrant environment.

Responsibilities

• Engage with prospective clients through outside sales efforts, including community outreach, networking events, and telemarketing campaigns to generate leads and build a robust client base.
• Conduct thorough needs analysis by listening carefully to clients’ financial goals and concerns, then recommend appropriate life and financial protection products.
• Negotiate policy terms and coverage options with clients, ensuring clarity and mutual understanding while aligning solutions with their budgets and objectives.
• Manage sales administration tasks such as processing applications, maintaining detailed client records, and following up on policy inquiries efficiently.
• Collaborate with marketing teams to promote insurance products through various channels, increasing brand awareness and client engagement.
• Provide exceptional customer service by addressing questions, explaining policy benefits clearly, and guiding clients through the enrollment process.
• Stay informed about industry regulations, including HIPAA compliance when handling sensitive health information, to ensure ethical and legal standards are met.

Requirements

• Proven experience in outside sales, retail sales, or telemarketing with a strong track record of meeting or exceeding targets.
• Excellent negotiation skills combined with outstanding communication abilities to effectively articulate product benefits and address client concerns.
• Multilingual or bilingual capabilities are highly desirable to serve diverse client populations effectively.
• Strong analysis skills for assessing client needs and tailoring insurance solutions accordingly.
• Familiarity with sales administration processes and CRM tools for managing customer data efficiently.
• Knowledge of insurance sales practices, benefits administration, marketing strategies, and customer service principles.
• Ability to work independently while collaborating within a team environment; self-motivated with a proactive attitude.
• Demonstrated understanding of HIPAA regulations when handling confidential health-related information is a plus. Embark on a rewarding career where your energy fuels growth! We’re committed to empowering our team members through comprehensive training, ongoing development opportunities, and a supportive environment that values your contributions every step of the way.

Job Types: Full-time, Part-time, Contract

Pay: $55,000.00 - $90,000.00 per year

Expected hours: No more than 40.0 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible schedule
• Health insurance
• Tuition reimbursement
• Vision insurance
• Work from home

Work Location: Hybrid remote in Albuquerque, NM 87121