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Insurance Sales Agent
Gutierrez Insurance Agency • Remote • Posted 8 days ago via ZipRecruiter
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Remote • Full-time • Entry Level
Job Highlights
Using AI ⚡ to summarize the original job post
The Insurance Sales Agent at Gutierrez Insurance Agency is responsible for utilizing the company's exclusive warm lead program to contact clients, gather pertinent information, and customize protection plans for their individual needs. This role involves following up with clients, consulting on specific needs, assisting in the e-application process, and staying in touch with clients throughout the application process. The position offers the flexibility to work part-time or full-time independently, with training provided for those who are licensed or unlicensed. It's a remote role that emphasizes relationships, people first, and offers a path for career growth within the company.
Responsibilities
- Utilize the company’s exclusive warm lead program
- Contact clients who have requested protection plan information
- Gather pertinent information from the client to customize their protection plan
- Follow up with the client within one to two days to go over results either in person, over the phone, or virtually
- Consult with the client for their specific need
- Assist the client in the e-application process
- Contact the carrier for the status of the application
- Follow up with the client on carrier decision
Qualifications
Required
- U.S. legal resident
- Obtain state life and health insurance license
- Phone, laptop or desktop computer, printer savvy
- Virtually attend weekly meetings (occasionally in person): sales training, mentorship, and business building
Full Job Description
Job Description
This is more than just a numbers gig. Here Relationships Matter & People Come First. We provide the best services to our clients. We can customize a tailored plan perfect for their families' individual needs. We are committed to being there for our clients. Whether it’s helping them customize a plan for their needs or compassionately helping them in the event of a death or disability. The ideal candidate is self-motivated and can work either part-time or full-time independently. Licensed and unlicensed individuals are welcome to apply for this position. We offer training to call, set, and run appointments virtually, utilizing various resources such as webinars, carrier product training, and our successful proven system. Whether you want to build an agency, focus on being a career producer, or if your experience is a better fit for our wholesale model. There is a path perfect for you. We work as a true team and strive to influence one another positively. This is a position you can do remotely but never feel alone.
Responsibilities:
- Utilize the company’s exclusive warm lead program
- Contact clients who have requested protection plan information
- Gather pertinent information from the client to customize their protection plan
- Follow up with the client within one to two days to go over results either in person, over the phone, or virtually
- Consult with the client for their specific need
- Assist the client in the e-application process
- Contact the carrier for the status of the application
- Follow up with the client on carrier decision
Qualifications:
- U.S. legal resident
- Obtain state life and health insurance license
- Phone, laptop or desktop computer, printer savvy
- Virtually attend weekly meetings (occasionally in person): sales training, mentorship, and business building
Perks of Joining our Team:
- Unlimited Earning Potential - Commission only.
- Work-Life Balance, Flexible Schedule
- Affordable Health Insurance and Free Life Insurance for one year (subject to approval)
- Branded marketing assets and support
- World-class travel and incentive programs
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