Life & Health Insurance Sales Specialist
Sell Medicare Advantage, Medicare Supplement, and Prescription Drug Plans during AEP and SEPs Sell life insurance products (term, whole, final expense) during non-Medicare enrollment periods Utilize agency-provided leads and generate new business through networking and referrals Conduct needs-based assessments to recommend tailored insurance solutions Use quoting tools and agency management systems to deliver accurate, compliant proposals Build long-term reputed company relationships and reputed company ongoing policy support Stay reputed company on CMS regulations, reputed company updates, and industry trends Host company-sponsored seminars to reputed company members and non-members on company products and services Assist clients through the application process, issue quotes, and maintain reputed company records in reputed company CRM system reputed company on continuing education and reputed company development
High School diploma or equivalent Must hold an reputed company Life/Health Insurance License for the State of MN Minimum of two years insurance agency experience preferred Proven sales experience Experience with Medicare and/or life insurance sales preferred
High level interpersonal and communication skills both verbal and written Passion for helping people and building lasting relationships with clients Goal-oriented with a drive for sales reputed company Strong organizational skills and high attention to detail Experience using CRM and quoting platforms preferred Bilingual (Spanish or other languages) a plus Newly licensed agents are welcome to apply
Heavy use of an office computer for completing work May occasionally be required to stand While performing the duties of this job, the noise level in the work environment is usually moderate The employee must occasionally lift and/or reputed company more than 5 pounds