Life & Health Insurance Sales Agent

Life & Health Insurance Sales Agent - MUST be Bilingual

Must hold a current Texas Life and Health General Lines Insurance License

Copeland Insurance Group

Tyler, TX

About Copeland Insurance Group

Copeland Insurance Group has been serving Americans from their headquarters in Longview, Texas since 1964. Their personal, service-driven approach has earned this company a place among the top businesses in the industry. For over half of a century, Copeland Insurance Group has provided a variety of different coverage options ranging from Medicare to agriculturan insurance to thousands of people across America.  Copeland Insurance Group is a proud member of the Integrity Family of Companies.

Job Summary

As a Life & Health sales agent, you are the front line in customer service. You are the person that clients depend on to fulfill requests and provide services that best meet their needs. To do this, you will offer services and provide support in person and via telephone or internet. You will also be responsible for maintaining client files, ensuring that returning clients are served to the best level possible.

Primary Responsibilities:

• Sell various types of Life and Health insurance policies to individuals.

• Stay compliant with all products and clients

• Complete necessary trainings certifications, AHIP

• Attend meetings, seminars and programs to learn about new and current products.

• Researching and matching the best insurance product for the client.

• Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.

• Develop marketing strategies to meet sales goals.

• Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.

• Perform administrative tasks, such as maintaining records and handling policy renewals.

• Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.

• Participate in team building

• Other duties assigned by leadership.

Primary Skills & Requirements:

• Bilingual in English & Spanish

• High School Diploma or GED

• Texas Life and Health General Lines Insurance License

• Ability to meet Sales Goals, once training and coaching is completed.

• Detail Oriented

• Reliable and Dependable

• Be willing to work as a team and independently.

• Proficient in Microsoft programs

Benefits Available

• Medical/Dental/Vision Insurance
• 401(k) Retirement Plan
• Paid Holidays
• PTO
• Community Service PTO
• FSA/HSA
• Life Insurance
• Short-Term and Long-Term Disability

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. 

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.