Life Insurance Specialist Job at PHP Financial Services - Orange County, Anaheim, CA

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  • PHP Financial Services - Orange County
  • Anaheim, CA

Job Description

Description

Life Insurance Agent - Full-Time Opportunity

Are you an ambitious, customer-focused individual ready to build a rewarding career? Our rapidly growing insurance agency is seeking a motivated Life Insurance Agent to join our dynamic team full-time.

What You'll Do:
  • Build and cultivate a strong pipeline of prospective clients
  • Promote and market our diverse insurance products to meet individual client needs
  • Clearly and confidently present insurance solutions to potential policyholders
  • Guide customers through policy selection and claims processes, delivering exceptional service
  • Maintain ongoing client relationships to encourage retention and referrals
Why Join Us:
  • Comprehensive training, mentorship, and continuous professional development
  • Robust resources and dedicated support to help you exceed your sales goals
  • A collaborative, growth-oriented environment that rewards success
Who You Are:
  • Highly driven and results-oriented
  • Excellent communicator with strong interpersonal skills
  • Dedicated to providing outstanding customer service
  • Able to thrive in a dynamic and competitive environment
Ready to elevate your career and achieve financial success? We'd love to connect with you.

Apply today and take your career to the next level!

Responsibilities

•Conduct consultations to assess insurance needs, risk, and financial status of new customers in Anaheim, CA, US, ensuring an optimal client experience.
•Develop a customer base through networking, referrals, cold calling, and other marketing strategies to enhance new business growth.
•Support incoming and existing clients in Anaheim, CA, US with customer service tasks like appointment scheduling, billing inquiries, and policy details to facilitate onboarding and retention.
•Aid policyholders in Anaheim, CA, US through the insurance claims process and oversee existing claims for a seamless experience.
•Manage and update electronic and paper records while ensuring all contracting paperwork is up to date for clients in Anaheim, CA, US.

Qualifications

•Excellent communication abilities are essential for this role.
•Proficiency in Microsoft Office is required.
•Preference will be given to candidates holding an active Life & Health insurance license.
•Past experience in customer service or sales representative roles is advantageous.
•A motivation to obtain a Life insurance License is necessary. PHP Financial Services - Orange County

Job Tags

Full time,

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