Insurance Agent job description template - Hiring Resources - Recruitee

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Insurance Agent

This is an Insurance Agent job description template. Made for posting on job boards and careers sites. Feel free to edit and customize it.

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Insurance Agent job description

Job description

We are looking for a dedicated Insurance Agent. You will match clients with insurance products that give them peace of mind.

  • Contact leads that are disseminated by the corporate office.
  • Think of new ways to increase lead generation.
  • Persuade prospective clients to engage in a phone conversation and/or meeting to discuss insurance products.
  • Engage in conversation with prospects to determine their profiles and needs.
  • Obtain approval from underwriters.
  • Deliver approved policies to new clients and explain benefits and risks of the policy.
  • Reassess the policy needs of existing clients after life changing events.

Job benefits:

  • [X] salary
  • [X] vacation days
  • Sick, personal, and parental leave
  • Child and elder care
  • Health insurance
  • Retirement plans
  • Professional development

Job requirements

  • Good command of computers and numbers.
  • Strong ability of persuasion.
  • Excellent communication and presentation skills.
  • Resilient spirit and a persistent nature.
  • Ability to develop and sustain interpersonal relationships.
  • Excellent verbal and written communication in [X] language.
  • [X] degree in Finance or relevant fields.