Licensed Life & Health Client Portfolio Specialist
Recruiting Partner: Steve Lowit
Paramus, New Jersey | Sales | Not Remote | $51,000 to $65,000 | Job ID: 183172
Job Summary
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Licensed Life & Health Client Portfolio Specialist
| Hybrid | $50,000–$53,000 Base + Uncapped Commission
An Insurance Career Focused on Clients, Not Cold Calls
You've earned your insurance license, developed your industry knowledge, and learned how to connect with clients. Now it's time for an opportunity that allows you to put those skills to work without the constant pressure of finding new prospects.
We're representing an established insurance organization looking for a personable, motivated professional to support and expand relationships with an existing client base throughout New Jersey.
This position combines client relationship management, insurance education, and consultative sales. You'll have an established portfolio to work with, the flexibility of a hybrid schedule, and the opportunity to increase your earnings through commission.
What You'll Gain
- Base salary of $50,000–$53,000
- Uncapped commission opportunities in addition to your base
- Established accounts and existing customer relationships
- No cold calling or building a book of business from zero
- Hybrid schedule with a combination of remote work and client appointments
- Mileage reimbursement for business-related travel
- Professional training and ongoing support
- Opportunities for professional development and increased earning potential
The Opportunity
Rather than spending your day generating cold leads, you'll work directly with existing clients to understand their changing insurance needs.
You'll help clients navigate coverage decisions, review current policies, and introduce additional solutions that provide meaningful value.
Your responsibilities will include:
- Serve as a primary contact for assigned insurance clients
- Build trust through regular communication and personalized service
- Review existing coverage and recognize opportunities for additional protection
- Present life, health, disability, and supplemental insurance options
- Schedule and conduct client meetings virtually and throughout New Jersey
- Support renewals, policy updates, and ongoing account needs
- Develop additional revenue opportunities within the existing portfolio
- Maintain organized records and follow through on client commitments
What You Bring
Required:
- Active New Jersey Life & Health Insurance License
- Strong communication and customer relationship skills
- Ability to work independently and manage multiple client relationships
- Willingness to travel throughout New Jersey for scheduled appointments
- Reliable transportation
- Working knowledge of Microsoft Outlook, Excel, and Word
Experience We'd Value:
- Life and health insurance sales or account servicing
- Employee benefits, voluntary benefits, or supplemental insurance
- Medicare or individual insurance products
- Client retention, renewals, or relationship management
- Consultative sales and account development
Who Thrives in This Position?
Someone who enjoys meeting people, building trust, and finding solutions. You're organized, comfortable discussing insurance products, and motivated by the opportunity to earn more while helping existing customers.
You don't need to be an aggressive salesperson. You do need to be proactive, professional, and confident in your ability to develop strong client relationships.
Make Your Next Career Move Count
If you're ready to move beyond traditional prospecting and focus on meaningful client relationships with the support of an established organization, this opportunity deserves a conversation.
Apply today to learn more about the position, compensation structure, and career opportunities.
JOB ID: 183172
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Steve Lowit
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Additional Information
At Goodwin Recruiting, our clients seek qualified candidates, and that is what we deliver. A person’s age, gender, race, color, marital or family status, national origin, disability, religion, veteran status, sexual orientation, gender identity has no bearing on whether they are able to do the job. We evaluate the knowledge, skills, and abilities that meet the requirements of the position and aim to open doors and change lives. We work hard to identify a broad slate of candidates for each of our clients, with many hiring success stories to share.
