Field Life Insurance Agent

Sell life, health, annuity, membership, and financial services products to members. Develop leads, assess customer needs, prepare proposals, close sales, meet production goals, and maintain compliant sales documentation while collaborating with branch partners. Develop leads through calls, mailings, referrals, networking, website inquiries, and seminars. Solicit and sell life and health insurance and annuity products. Assess member needs, prepare proposals, and close sales of insurance, membership, and financial services products. Achieve sales goals and maintain required production and persistency standards. Respond to inquiries, follow up with customers, and build cross-selling opportunities. Complete applications and sales reports while following company procedures and collaborating with branch partners. Life insurance sales Health insurance sales Annuity sales Lead generation Prospecting Consultative selling Sales proposal preparation Closing sales Insurance product knowledge Sales documentation Medical Insurance Dental Insurance Vision Insurance Life Insurance 401k Employee Assistance Program Short-Term Disability Long-Term Disability Critical Illness Insurance Accident Insurance Active state Life insurance license Life and Health licenses required for products sold Applicable state licenses and appointments for membership products Ability to complete and pass LUTC or CLU coursework