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Life Insurance Agent

The Life Insurance sector is a major component of the $109 trillion Financial Services industry, with our parent firm, Aegon, valued at $553 billion. We are a comprehensive Life Insurance agency operating in a regulated market that offers agents the chance to develop their own practice and receive thorough training to master the insurance field. Our agents benefit from regular guidance and mentorship. As a Life Insurance Agent, you'll assist individuals and businesses in planning their financial futures by evaluating their needs and crafting personalized insurance strategies. The role involves engaging with clients about their financial aspirations, devising insurance plans tailored to them, and tracking progress toward these goals. Below are the requirements for this position:

Opportunity:

  • Agents will need to obtain a Life & Health license or might already possess one.

  • Guide clients on diversifying their life insurance policies.

  • Create tailored life insurance solutions based on individual client assessments.

  • Engage with clients regarding their financial objectives.

  • Prioritize clients' best interests consistently.

  • Collaborate with team members to nurture client connections.

  • Research various life insurance products for clients and convey key attributes and advantages clearly.

  • Offer strategic advice on different product choices aligned with client needs and aspirations.

  • Formulate strategies for client coverage options while keeping them informed about progress.

  • Deliver bespoke investment options that meet agreed-upon terms with clients.

  • Option for remote work available

  • Strong focus on customer satisfaction

Qualifications:

Degree not essential
Prior experience not necessary
Client-focused mindset
Passion for helping others achieve success
Ability to work well within a team environment
Strong communication abilities
Understanding of business principles

We are eager to meet you or offer an initial Financial Consultation! Let's arrange an interview to explore your career development goals in this field. We look forward to connecting soon!

Thank you!

Place of work

Synergy Financial
United States of America

Employer profile

Financial Services Firm

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Job ID: 8964345 / Ref: 9e69bd085f64209c38fad04da56b8f2b

Synergy Financial

Place of work
United States of America (Remote (nationwide))
Industry
Insurance
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