Sales Associate (Life Insurance and Annuities)

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...