Life & Health Insurance Agent

Company: Buono Financial Group
Location: Remote
Posted on: May 28, 2023

Job Description:

Looking for a chance to achieve new career heights on a dedicated, compassionate team of successful insurance agents? Our insurance agency is expanding and needs the help of a Life Insurance Agent to grow our list of prospective clients and onboard new clients. Our ideal candidate is great with people, a naturally talented salesperson, and harbors incredible customer service skills and a passion for helping those in need. You'll have an opportunity to help a thriving insurance team succeed and make a tangible difference in our clients' lives every day. If this sounds like a job you'd love, apply now!

Responsibilities:

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
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
Aid policyholders with the insurance claims process while supervising the progress of current insurance claims
Manage electronic and paper records and ensure all contracting paperwork is kept current


Qualifications:

Customer service or experience as a sales representative are highly valued
Skilled with Microsoft Office
Previous health insurance or life insurance experience a plus
High school diploma or equivalent required; Bachelor's degree preferred
Candidates with an active Life & Health insurance license are strongly preferred


About Company:
At Buono Financial Group, our mission is to empower individuals and businesses to achieve financial success and peace of mind. We are dedicated to providing personalized financial solutions and expert guidance that align with our clients' unique goals and aspirations. By combining our deep industry knowledge, innovative strategies, and unwavering commitment to integrity, we strive to build lasting relationships based on trust and transparency. Our mission is to be a trusted partner, helping our clients navigate the complexities of finance, optimize their financial resources, and create a solid foundation for long-term wealth creation and financial well-being. At Buono Financial Group, we believe that financial success is not just about numbers; it's about understanding our clients' dreams and aspirations and helping them turn those dreams into reality.

Keywords: Buono Financial Group, Eugene , Life & Health Insurance Agent, Sales , Remote, Oregon