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Benefits Counselor
Career Insights for Life / Health Insurance Sales Agent
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Scorecard
Based on Texas data
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What they do
A Life or Health Insurance Sales Agent sells life insurance or health insurance to customers, working on behalf of an insurance company or independent insurance agent or broker. Evaluates the insurance coverage needed by a customer and proposes insurance packages and prices. Life insurance agents may sell policies or annuities, and assist clients or beneficiaries with getting insurance claims processed. Health insurance agents may negotiate rates for employers, explain plans and benefits to employees, and help clients to file or resolve health insurance claims. Life and health insurance sales agents may earn commissions for sales.
$71,721 / year median in Texas
+7% projected growth
Job Description
Successful Benefits Counselors focus on:
- Acquiring a broad knowledge of group and individual voluntary product portfolio and service offerings, including Colonial Life's products and services
- Attending group meetings and preparing employee enrollment packets (brochures, forms, rate sheets, etc.).
- Conducting 1-to-1 enrollment sessions and enrolling new policies.
Skills:
- Strong interpersonal, presentation, and problem-solving skills.
- Ability to influence, persuade, and communicate effectively (oral and written).
- Self-motivated, goal-oriented, and able to work independently in a fast-paced environment.
- Positive, results-driven with a "can-do" attitude and strong commitment.
- Proficient in health insurance and Microsoft Excel.
- Life and health license required (can be obtained through Colonial Life).