Life Sales Agent - Advantage Direct Sales jobs in United States
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Nationwide · 21 hours ago

Life Sales Agent - Advantage Direct Sales

Nationwide is a Fortune 100 company that delivers extraordinary care to help individuals and businesses prepare for and protect their future. As a Life Sales Agent, you will develop and retain relationships with customers by advising on their life insurance and long-term care needs, while supporting business unit sales goals.

BankingFinancial ServicesInsuranceLife Insurance

Responsibilities

Receives incoming calls/emails from life insurance prospects and existing Nationwide members and provide education based on needs analysis using a consultative sales approach. Acts as a consultant to provide the most appropriate solutions to meet those needs
Applies knowledge of industry trends, competitive intelligence, state and federal legislation, and tax laws to advise and consult with customers
Gathers necessary information related to underwriting the risk to provide appropriate quotes and determine eligibility for the products
Appropriately follows up on pending cases to bring them to a close through outbound phone calls and emails
Completes applications and maintains appropriate documentation of communications with the customer to aid in the effort of customer retention and regulatory requirements
Provides ongoing servicing of member life contracts Maintains current understanding and proficiency in sales techniques and product offerings
Refers potential customers to other Nationwide partners/distribution channels as appropriate
Executes Marketing campaigns for targeted customers via outbound calls or communications to present solutions for their specific need
Meets all regulatory requirements under applicable laws, rules and regulations. Adheres to all firm compliance policies, including but not limited to, anti-money laundering/Office of Foreign Asset Control and/or privacy policies and procedures
Performs other duties as assigned

Qualification

LifeHealth LicenseInsurance Sales ExperienceInsurance ProductsAnalytical SkillsCustomer Service SkillsComputersVerbal CommunicationWritten CommunicationDecision-Making Skills

Required

Life And Health License Required
Undergraduate studies in Business, Finance, Communications, Marketing or related field, preferred
Life and Health license required along with Continuing Education as required by each state
Technical coursework such as CLTC, CLU or ChFC desirable
Typically three or more years of related work experience in sales and/or insurance
In depth knowledge of insurance products, sales, and customer services required
Verbal and written communication skills
Strong analytical skills
Demonstrated decision-making skills, including the ability to meet objectives, set priorities, and manage resources assuring objectives are met
Must be proficient in using computers and other applicable business applications

Preferred

Prefer experience in life insurance sales, or related field
Knowledge of life products, underwriting practices and procedures preferred

Benefits

Medical/dental/vision
Life insurance
Short and long term disability coverage
Paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date
Nine paid holidays
8 hours of Lifetime paid time off
8 hours of Unity Day paid time off
401(k) with company match
Company-paid pension plan
Business casual attire
And more.

Company

Nationwide

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Nationwide, a Fortune 100 company based in Columbus, Ohio, is one of the largest and strongest diversified insurance and financial services organizations in the United States.

Funding

Current Stage
Late Stage

Leadership Team

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Jim Grafmeyer
VP, Chief Enterprise Architect
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Tony Fenton
Vice President Commercial Lines Underwriting & Product - Commercial, E&S and Specialty
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Company data provided by crunchbase