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 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.

Requirements

• 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.