Life Insurance Sales Agent

Estero, FL
Full Time
Inside Sales
Experienced
Ted Todd Insurance has proudly been serving Florida since 1986, we are constantly evolving. We focus on modernizing insurance sales and customer service. With high-end compensation, health and wellness benefits, and a corporate team that is passionate about giving the training and resources that you need. Along with paid time off and 90 days of on-boarding.

You are positive, energetic, focused, self-motivated, and emotionally resilient. You seek feedback on how to do a better job and offer efficient solutions when problems arise. You strive from making a sale and offering products that will benefit your customers. You always maintain a client ready appearance. You play well with others, but also have an itch to prove that you’re uniquely talented and have the potential ability to stand above the rest.

You enjoy a fast-paced and open workspace where you are able to collaborate with your co-workers. You understand the value of completing tasks in order, on time and with minimal errors. You have the ability to understand and navigate different types of software products with ease.

At Ted Todd Insurance, we provide one-of-a-kind service to all our customers. Our priority is measured on doing what is best for the customer and ensuring they have the proper coverage for all their insurance needs. When you are a part of our team, you’ve joined a group of professionals looking to achieve the best results in the industry.

Insurance is a product that everyone needs but not everyone understands. When people need help with their insurance products, they want a friendly, reliable, and educational experience. This is where you come in! You will be our customer’s guide through the bewildering world of insurance and save them money in the process.

This would be the perfect fit for you if:

You have a passion for people. Insurance is designed to protect what matters most. In this role, you have the opportunity to put minds at ease by advising individuals on their coverage needs.

You have great problem-solving skills. You do not get easily flustered. You can address customers concerns and fears while keeping their best interests at heart.

You operate with integrity. Our core values are clear: Integrity, Accountability, Continued Development and Respectful Communication. We hold you to these standards daily and expect you to hold us accountable as well.

Responsibilities:

  • Make 25-50 prospecting calls daily.
  • Handling inbound/outbound calls and answering questions from clients interested in life insurance.
  • Call potential clients based on acquired leads, client referrals and web inquiries.
  • Quote, Prepare, and Bind Life Insurance Policies.
  • Achieve or exceed annual production quota of $75,000 in new life insurance sales.
  • Determine clients’ needs and financial situations by scheduling fact-finding appointments and determining the extent of present coverage and investments.
  • Build and maintain a client base; keep existing clients informed about products and services through annual reviews on an ongoing basis to determine whether their financial needs have changed.
  • Provide yearly reviews of existing clients and conduct changes including but not limited to processing changes of beneficiaries, changes of ownership, and upgrades in amount or type of policy.
  • Work closely with underwriters and medical vendors to be sure that client applications are being processed in an effective and timely manner.
  • Communicate underwriting and sales updates to sales management on a regular basis.

Why work for us?

  • Existing Client Base - Access to 30,000+ Current clients with existing relationships you can prospect.
  • Work-Life balance - we encourage our team to work no more than 40 hours per week.
  • Supporting Cast - We’re hyper selective and only hire 1% of the applicants who apply. We hire for fit and only bring on people who blow us away.
  • Vacation - We give you 3 weeks of paid time off plus bonus replacement.
  • Health, Dental, and Vision insurance for you and your family.
  • We invest in you - $5,250 per employee per year is available for education and training.
  • We know that a sharp mind is fueled by a healthy body, and we reimburse you for your
  • gym membership.
  • Financial Investment - Access to a 401(k) and financial advisor.
  • Career Development - We want to invest in your development so you can grow with us.

Qualifications:

  • Florida 2-15 Life, Health, and Variable Annuity Agent License Required2+ years’ experience working in the life insurance industry.
  • High School Diploma or Equivalent
  • Availability to work 40 hours.
  • Ability to work remotely and exercise independent judgement.
  • Able to manage tasks in compliance with company policies and operating procedures.
  • Ability to prioritize and accomplish multiple tasks simultaneously in a fast-paced sales environment.
  • Strong passion for serving clients with the mindset of going above and beyond during every client interaction.
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