Insurance Sales Representative - Work Remote

Insurance companies may offer many things, but the unique combination of training and support at Weldin Financial provides new opportunities every day. We’re seeking an experienced insurance agent to become the next valued member of our team. Whether new to the industry or setting out on their own, the ideal candidate will find not just an opportunity here but a lasting career. Our agents do more than provide insurance policies — they provide customers with a complete experience and peace of mind. We expect agents to develop and deepen their relationships with clients to meet their unique needs.

Objectives of this role

• Develop and execute marketing strategies for new insurance contracts, including, life and annuities.
• Determine specific client needs by researching coverage options, cross-sales, referrals, and renewals
• Cultivate prospective new business through our proven system nationwide.

Responsibilities

• Determine specific client needs by researching current coverage and options, and grow and maintain business through product sales, cross-sales, referrals, your own circle of influence, and renewals
• Proactively contact leads and schedule appointments to recommend appropriate policies, quotes, and coverages.
• Learn to generate sales leads from various engagement initiatives within the training of a proven system.
• Obtain underwriting approval through completion of coverage application
• Once trained, meet or speak with clients daily, providing information about policies and answering questions related to coverage and premiums
• Expand professional skill set through workshops, networking events, and professional organizations

Required skills and qualifications

• Knowledge of various insurance coverages (ex: term, whole life, IUL, annuity)
• Passion for helping others
• High school diploma or equivalent
• Experience in insurance or sales

Preferred skills and qualifications

• Strong communication, presentation, and sales skills
• Flexible schedule and being coachable
• Current licensure and good standing with relevant authorities
• Ability to communicate in more than one language

Life insurance license is preferred but NOT required, we have discounts to help you get your license during training.