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Life Insurance Agent
Location: Catalina, AZ
Job Type: fulltime
Company: Aaron Franco - State Farm Agency
Salary: $50000.0 - $85000.0 per year
Category: Insurance
The role of a Life Insurance Agent is a pivotal position for those passionate about helping individuals and families secure their financial future. As a Life Insurance Agent, you will play a critical role in guiding clients through the process of identifying their financial goals and matching them with suitable life insurance products. This full-time opportunity, located in Catalina, AZ, offers a dynamic and rewarding environment for professionals who thrive on building lasting customer relationships and making a difference in clients’ lives. Working as a Life Insurance Agent in Catalina, AZ, presents a unique chance to connect with a diverse community while advancing your career in the insurance industry.
The primary responsibility of the Life Insurance Agent is to promote and grow the company’s suite of insurance products and services, specifically tailored to meet the needs of each client. You will be expected to employ a consultative sales approach, leveraging your knowledge of life insurance and financial products to help clients make informed decisions. This position requires a high level of expertise and a client-focused mindset, ensuring that all recommendations are in the best interest of the customer.
Success in this role will come from your ability to proactively acquire new clients, deepen relationships with existing clients, and consistently provide exceptional service. As a Life Insurance Agent, you will participate in the planning and execution of marketing strategies, cross-selling opportunities, and outreach initiatives that contribute to the growth of the agency. You will also be responsible for maintaining compliance with all industry regulations and company policies, ensuring the highest standards of professionalism and integrity.
In this rewarding career, you will have the opportunity to conduct life insurance seminars and engage in community events, further strengthening the agency’s presence in Catalina, AZ. You will also monitor and report on the performance of your sales initiatives, continuously seeking ways to improve processes and deliver value to clients. The role is well-suited for individuals who are motivated by meeting sales goals, driven to achieve results, and committed to ongoing professional development.
If you are ready to join a reputable organization and take the next step in your career as a Life Insurance Agent, we encourage you to apply by clicking the job application button below. This is your chance to make a meaningful impact in the lives of others while enjoying a supportive and growth-oriented work environment.
Life Insurance Agent - Summary
- Serve as a trusted advisor for clients seeking life insurance solutions tailored to their financial objectives.
- Promote a range of insurance products and services to foster client relationships and agency growth.
- Utilize expertise in the insurance industry to provide consultative guidance and product recommendations.
- Contribute to the agency’s mission of protecting clients’ legacies and supporting their long-term goals.
Duties & Responsibilities
- Acquire new clients through proactive outreach, networking, prospect calling, and pre-planned appointments.
- Deepen existing client relationships by conducting periodic reviews and communicating account status updates.
- Advise clients on suitable life insurance products and financial services based on their unique needs.
- Maintain comprehensive knowledge of available insurance and financial products.
- Develop and manage a pipeline of referral sources while adhering to organizational policies and guidelines.
- Plan and conduct life insurance seminars to educate clients and prospects, increasing market penetration.
- Monitor and track account activity to ensure accurate processing and address discrepancies as needed.
- Report on the performance of individual sales plans and assigned strategies.
- Participate in the continuous improvement of processes and financial planning initiatives.
- Perform additional duties as assigned by agency leadership.
Salary & Benefits
- Base salary with a competitive commission program to reward high performance.
- Bonus opportunities for top-performing Life Insurance Agents.
- Paid time off, including personal days and holidays.
- Professional development and preparation for advancement within the organization.
Qualifications & Requirements
- Active Life & Health insurance license required.
- Preferred: Previous experience in the insurance industry.
- Demonstrated success in meeting sales goals and quotas.
- Strong belief in the positive impact of insurance and financial products on clients’ lives.
- Proven record of trustworthiness, dependability, and ethical conduct.
- Excellent communication skills, including written, verbal, and listening abilities.
- Ability to effectively initiate contact with prospects and secure appointments.
Ideal Candidate Snapshot
- Passionate about helping clients achieve their financial goals and protect their families’ legacies.
- Skilled at building rapport with diverse clients in Catalina, AZ.
- Detail-oriented and able to manage multiple client accounts efficiently.
- Driven to exceed sales targets and contribute to agency growth.
- Committed to ongoing learning and professional development.
Other Relevant Information
- This position offers a positive work environment with opportunities for career advancement.
- The agency values inclusivity and upholds all Equal Employment Opportunity (EEO) standards.
- Applicants are encouraged to apply by clicking the job application button to take the next step in their career as a Life Insurance Agent.