Life/Health Insurance Agent

$100,000 - $175,000/Yr

Grayling Associates - Chicago, IL

Full-time - Entry Level

Chicago, IL

Administrative and Support Services

About the position

The Life and Health Insurance Agent position at a leading wealth management firm involves assisting clients in securing their financial future through tailored life insurance solutions. The role focuses on understanding clients' unique needs, educating them about various insurance policies, and guiding them through the selection process. Agents will benefit from a consistent lead source with no cold prospecting, allowing them to concentrate on building relationships and closing sales.

Responsibilities

• Engage with potential clients through phone, video calls, and email to understand their needs, goals, and concerns about life insurance.
• Explain various life insurance products, including term life, whole life, universal life, and other relevant options.
• Analyze clients' financial situations and recommend appropriate life insurance solutions that best suit their needs and budget.
• Provide accurate life insurance quotes and explain policy terms, coverage options, and pricing.
• Build and maintain strong, trust-based relationships with clients, ensuring they feel comfortable with their decisions.
• Manage the full sales lifecycle from initial contact to policy issuance, ensuring a seamless experience for the client.
• Regularly follow up with clients to answer questions, address concerns, and ensure satisfaction.
• Maintain accurate records of all client interactions and ensure compliance with industry regulations and company policies.
• Meet or exceed monthly sales targets and performance metrics while maintaining high client satisfaction.

Requirements

• Proven experience in sales, insurance, or financial services is preferred, but not required.
• Must hold or be willing to obtain a valid Life Insurance License in your state (training and support available for obtaining licensing).
• Excellent verbal and written communication skills with the ability to explain complex insurance concepts clearly.
• Ability to work in a consultative sales environment, demonstrating empathy and understanding while closing sales.
• Comfortable using digital tools for client management, communication, and sales tracking (CRM software, email, video conferencing, etc.).
• Strong work ethic and the ability to work independently while staying motivated to meet and exceed performance goals.
• Ability to handle documentation and policy details accurately while managing multiple clients and tasks.

Nice-to-haves

• Life insurance experience is a plus.

Benefits

• 401(k) matching
• Disability insurance
• Health insurance
• Paid time off