Licensed Life Insurance Sales Agent
Ethos LifeSalary not specified
Full Time
Entry Level & New Grad, Junior (1 to 2 years)
Not SpecifiedCompensation
Entry Level & New GradExperience Level
Full TimeJob Type
UnknownVisa
InsuranceIndustries
Requirements
- Customer service experience
- Ability to visit customers and prospects door-to-door
- At least 18 years of age
- Valid driver’s license with 100k/300k auto insurance coverage
- Dependable vehicle (daily travel required)
- Ability to pass background check, motor vehicle report check, and drug screening
- Authorized to work in the United States
Responsibilities
- Conducting sales presentations, recommending products, closing sales, and using the Customer Care Sales Model
- Continuously prospecting for sales opportunities
- Collecting premiums from policyholders based on a pre-arranged schedule
- Responding promptly to policyholder service requests (e.g., beneficiary changes, claims, loans)
- Appropriately keeping records, accounting for money collected, and processing paperwork
- Increase the agency size
- Build strong working relationships with customers
- Devote whatever time is necessary to fulfill the responsibilities of the position
- Commit to ongoing development of knowledge and skills
Skills
Life Insurance Sales
Customer Service
Sales
Premium Collection
Business Development
Keeper
Digital platform for bookkeeping efficiency
About Keeper
Keeper.app provides a digital platform designed to assist bookkeeping and accounting firms in improving their operational efficiency. The main feature of the platform is a client portal that facilitates better communication between firms and their clients, along with comprehensive reporting packages that help streamline the month-end closing processes. By offering a subscription-based service, Keeper.app generates revenue through monthly or annual fees paid by its clients. What sets Keeper.app apart from its competitors is its strong emphasis on enhancing quality control and process efficiencies, as well as its commitment to exceptional customer service. The company's goal is to onboard more bookkeeping firms to its platform, thereby increasing productivity and simplifying their workflows.
Austin, TexasHeadquarters
2020Year Founded
$126.5KTotal Funding
SEEDCompany Stage
Enterprise Software, FintechIndustries
11-50Employees
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Unlimited Paid Time Off
Company Equity
Risks
AI-driven competitors threaten Keeper's market share in bookkeeping solutions.
Rapid tech advancements require Keeper to continuously innovate to stay competitive.
Data privacy concerns could impact Keeper's reputation and client trust.
Differentiation
Keeper offers a unique client portal for streamlined communication and reporting.
The platform focuses on improving quality control and process efficiencies for bookkeepers.
Keeper is praised for its exceptional customer service in the fintech sector.
Upsides
Integration with AI tools enhances Keeper's financial data insights and reporting.
Remote work trends boost demand for Keeper's digital collaboration solutions.
Cloud adoption in accounting offers expansion opportunities for Keeper's services.
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