Life Insurance Sales Specialist

We are a local insurance agency looking for a go-getter ready to help us grow our life insurance customers and help us protect more families with the most important policy they can own. We are looking for a driven, responsible, and outgoing individual that is passionate about helping others. This roles primary responsibility is to grow our life book of business with new life customers as well as maximize value & protection with current life customers.

This position is 50% internal marketing & 50% external marketing.

What we have to offer:

oUnlimited compensation that includes:

• Competitive hourly base ($19.00 - $21.50) + commissions + bonuses
• Year 1 Target Goal pay range expected: $51k - $60k+
• unlimited income potential for motivated & driven individual

Paid Holidays, Paid Sick Time, & Paid Personal Time

Fast paced, challenging, and upbeat work environment

Positive team culture & atmosphere

Standard office hours Monday- Friday 8:30am- 5:00pm

oWe even close @4pm on Fridays!

ooNo regular nights or weekends outside of networking activities/events

True long-term career with future growth & advancement opportunities

Salary Range: $51000.00 - $70000.00 per year

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Life Insurance

Career Growth Opportunities

Retirement Plan

Hands on Training

Mon-Fri Schedule

Health Insurance

Dental Insurance

Vision Insurance

Responsibilities

Current Life Policy Servicing

• Perform annual reviews to ensure policies are setup correctly and coverage is appropriate for current needs
• Make policy changes, rewrites, adds, and conversions as appropriate
• Cross-sell to other personal lines not with agency

New Life Customer Prospecting

• Work agency book of business and cross-sell to non-life customers
• Includes making outbound calls, emails, & mailers
• External Marketing & Networking
• Responsible for running Facebook posts and promotions centered on life
• Solicit and market for new life insurance prospects
• Attend networking and chamber events
• Visit local businesses
• Run booths at local events

General Agency Support

Will be cross-trained on personal lines systems and products to better promote agency offerings as a whole

Assist with various marketing and internal cross-selling campaigns

Assist with other marketing events and activities as needed

Must have an active Colorado Life License

Must be computer & technology savvy and able to pick up new systems quickly

Must be proficient with Microsoft systems

Must be able to type well, use proper grammar, & accurate spelling

Must be able to operate efficiently & accurately in a fast-paced environment

oFast Learner, great note taker, & great note utilization

oMust be able to follow, retain, & implement verbal instruction

oMust be capable of learning via screen sharing & video calls

Highly detail oriented

Exceptional customer service skills

oAble to communicate & present self in a professional manner

Must be reliable & able to manage their time effectively with minimal supervision

Outgoing & positive attitude

Team player

Must have reliable transportation

Must be able to pass a background check

Preferred Skills & Abilities:

Social Media creation & management experience, familiarity with Canva