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Life Insurance Agent

GFI - San Diego
San Diego, CA, US
$86K-$100K a year
Full-time

We are looking for a life insurance agent with amazing customer service skills to join our fast-growing insurance agency and help our clients achieve their financial goals.

You’ll serve on the front lines of insurance sales, helping new customers navigate our products, processing claims and inquiries, and developing an ever-growing lead list to secure new business.

If the thought of coming to work every day and making a positive impact on our client’s lives excites you, start your application today. Compensation :

$86,000 - $100,000 yearly

Responsibilities :

  • Provide warm and professional customer service while onboarding new clients and maintain existing clients, including booking appointments, inquiry response, insurance eligibility, claim submissions questions concerning billing and insurance policies
  • Process current policyholders’ insurance claims while monitoring the status of existing insurance claims
  • Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date
  • Expand our prospective customer base and market our insurance products via including networking, referrals, cold calling, and various marketing strategies to bring in new business
  • Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience

Qualifications :

  • Current Life & Health insurance license is greatly valued
  • Customer service or experience as a sales representative are highly valued
  • Previous health insurance or life insurance experience a plus
  • Proficiency with Microsoft Office products
  • High school diploma or equivalent required; Bachelor’s degree preferred

About Company

At GFI, our mission is to change the way finances are looked at. With over 67 trillion dollars exchanging hands over the next decade, we facilitate financial education for people to make informed decisions about their finances.

We believe in a holistic approach to financial empowerment fostering people's financial well-being and their ability to create positive change in their communities.

Our vision is to empower 100 million families to achieve financial independence and gain control over their financial destinies.

We will help more people become millionaires than any other company in history, and become the largest leadership movement in the industry with over 1 million licensed agents dedicated to helping families dream again!

28 days ago
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