Life Insurance Agent Job Description Sample Template
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This free Life Insurance Agent job description sample template can help you attract an innovative and experienced Life Insurance Agent to your company. We make the hiring process one step easier by giving you a template to simply post to our site. Make sure to add requirements, benefits, and perks specific to the role and your company.
Life Insurance Agent Job Summary
Our insurance agency is looking for a Life Insurance Agent to join our team. Your job duties involve helping potential customers find the right insurance products to fit their needs. You walk customers through the entire sign-up process, so you need familiarity with every aspect of purchasing life insurance. Making cold calls and pursuing leads, both on the phone or in person, are crucial to building our client base, so you need to have excellent communication and customer service skills. We are willing to train inexperienced candidates, but you must commit to becoming a licensed insurance agent before beginning work. Sales experience is a plus.
Life Insurance Agent Duties and Responsibilities
- Use cold calling and direct mail techniques to make sales
- Help customers through the purchasing process
- Answer any questions new or existing clients may have
- Document all of your sales
- Maintain your license through continuing education
Life Insurance Agent Requirements and Qualifications
- A high school diploma or GED certificate
- An insurance sales license or willingness to earn one
- Communication and sales skills
- Experience in health insurance or life insurance sales (preferred)
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