We are an industry-leading life and health insurance and annuities agency, committed to providing exceptional service and valuable insurance solutions to individuals and families. Our team is growing, and we are seeking a dedicated and motivated Sales Associate to support our top-performing sales representative all while acquiring invaluable wealth management strategies. This is a fantastic opportunity for an individual with a passion for sales and customer service to make a meaningful impact in a rewarding and lucrative industry.

Responsibilities:

Assist the sales representative in managing and nurturing client relationships, both new and existing.
Provide exceptional customer service, including answering inquiries, addressing concerns, and guiding clients through the insurance process.
Prepare and process insurance quotes, applications, and paperwork for life and health insurance products.
Help track client data and manage follow-up tasks in CRM software or customer management systems.
Support in scheduling appointments, preparing sales presentations, and gathering necessary documentation.
Assist with lead generation activities, including identifying new potential clients through research, networking, and referrals.
Maintain and update client records and manage communications, ensuring timely responses.
Collaborate with the sales team to strategize and implement marketing campaigns and promotional efforts.
Follow up with clients post-sale to ensure satisfaction, provide any additional support, and promote renewals or cross-selling opportunities.

Why Join Legasure?

Work with an experienced and successful team.
Opportunity for growth and career advancement in the insurance industry.
Comprehensive training and support to help you succeed.
Competitive salary with performance-based incentives.

Previous experience in sales or customer service, particularly in the insurance, healthcare, or financial services industries.
Strong communication skills, both verbal and written.
Excellent organizational and multitasking abilities.
Proficient with office software (Microsoft Office Suite, Google Suite) and CRM systems.
Ability to work independently and as part of a team.
Detail-oriented with the ability to manage deadlines and prioritize tasks.
A passion for helping people and providing exceptional customer service.
Insurance licensure or a willingness to obtain licensure.

Legasure

New Jobs

Sales Associate (Life Insurance and Annuities)