Sales Agent

Licensed Sales Agent

A Licensed Sales Agent (LSA) supports the development of new business by making outbound calls to prospective customers, receiving inbound calls from consumers and closing policy sales.

Duties and Responsibilities:

• Learn and comply with all federal & state legal requirements and standards.
• Work well with others during conversations, projects, meetings or other collaborations (teamwork)
• Learn and effectively leverage product knowledge, telephony system and customer relationship management software (CRM)
• Provide a consistent and exceptional customer experience through oral and written communication
• Show genuine care by effectively probing to understand prospective customers' insurance coverage needs
• Actively listen and effectively answer questions, handle objections and verify information
• Help consumers shop for a policy that is affordable and meets their insurance coverage needs
• Organized and prepared to achieve sales goals and meet customer service & compliance standards

Education & Experience:

• High school diploma or equivalent required
• A track record of successful sales experience
• An active life and/or health insurance license is required or you must obtain within one month of hire