Job Description

PURPOSE:

Our Life Insurance Sales Agent provides personalized service to clients by assessing their needs and offering tailored life insurance solutions. They educate clients on policy options, help them select the best coverage to protect their loved ones, and ensure their policies remain up to date. This role involves building strong client relationships, identifying coverage gaps, and guiding clients through the application and underwriting process. The Life Insurance Sales Agent is responsible for meeting sales goals, expanding the client base, and maintaining accurate policy records. This is a performance-driven sales role with compensation structured according to a separate pay plan.

Important License Information: 

Employee must have a Florida Life, Health, and Variable Annuities Agent License (2-15) or be willing to acquire the 2-15 license through the company. Employee must be willing to acquire 2-15 license within the first 30 days of employment. After passing the 90-day probationary period, Comfort Insurance and Finances will fully reimburse 50% of the licensing cost. 

Compensation: Yearly salary rate is $32,000 plus the opportunity to earn uncapped commissions, subject to applicable federal and state tax withholdings.

DUTIES AND RESPONSIBILITIES:

• Production of new insurance agency business
• Assisting with ongoing service to clients
• Responsible for developing leads, scheduling appointments, identifying customer needs, and marketing appropriate products.
• Prospecting, generating new business, retaining book-of-business cross-selling, and customer service. (40 outbound calls a day, 20 outbound texts a day, 20 outbound emails a day)
• Helps the agency achieve long-term success by following the agency’s guidelines and operational processes.
• Determines clients' needs by quoting and explaining coverage options that meet their immediate and long-term goals.
• Obtains underwriting approval by completing application for coverage.
• Completes coverage by delivering policy, planning future follow-up visits, and evaluating needs.
• Provides continuing service to customers by thoroughly completing service requests, customer policy reviews, and courtesy follow-up calls
• Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
• Enhances insurance agency reputation by accepting ownership for accomplishing new and different requests and exploring opportunities to add value to job accomplishments.
• Ability to project energy and motivate others
• Professional image and rapport-building skills
• Posses good time management and organizational skills
• Aggressive pursuit of business and personal advancement
• Responsible for training and onboarding new team members within the department, ensuring they have the necessary knowledge and resources to succeed in their roles.
• Motivated towards continued professional and personal development 

Requirements

• Must have a Florida Life, Health and Variable Annuities Agent License (2-15) or be willing to acquire the 2-15 license through the company. 
• Speak fluent Spanish.
• Ability to answer a high volume of calls and/or emails daily.
• Ability to collaborate with and share workload with the sales team. 
• Technical and critical problem-solving skills. 
• Interpersonal skills to create a pleasant experience for all customers, such as being personable and attentive.
• Ability to project energy and motivate others.
• Aggressive pursuit of business and personal advancement.
• This position requires a person who can work under stress and deal effectively with the public in a professional manner. 
• 2–3 years of relevant experience in an office environment.
• Able to type a minimum of 35 words per minute (minimum).
• Results-driven, persistent - able to self-direct and work independently, showing initiative while seeking appropriate guidance.
• Ability to work with a team.
• Comfortable multitasking and prioritizing tasks without guidance. 
• Time management expertise to ensure tasks are completed in a timely manner throughout the day. 
• Organizational skills to keep an accurate record of documentation.
• Demonstrated ability to read, write, and speak English and Spanish fluently. 
• Proficient technology usage skills.
• Honest and ethical team player.
• Sense of urgency with the ability to multitask under pressure.
• Excellent communication skills, both written and verbal.
• Computer knowledge such as PowerPoint, databases, and spreadsheets is required. 
• Strong attendance history of punctuality. 
• High School diploma or General Education Degree (GED) is required.
• Ability to pay close attention to detail and be flexible in a fast-paced and growing organization.

Benefits

At Comfort Insurance & Finances, we value our employees and strive to provide a comprehensive benefits package to support your well-being and career growth. Here’s what we offer:

• Dental & Vision Insurance : Comprehensive coverage to help keep you and your family healthy.
• 401(k) Matching : We’ll help you save for the future by matching your retirement contributions.
• Life Insurance : Peace of mind with life insurance coverage for you and your loved ones.
• Paid Time Off (PTO) : Enjoy a healthy work-life balance with generous vacation, sick, and personal days.
• Career Development : Access to training, mentorship, and opportunities for professional growth to help you achieve your goals.
• Flexible Work Schedule : Work-life balance matters! We offer flexibility to accommodate your personal and professional needs.

Ready to join a team that invests in you?

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