Insurance and Retirement Sales Agent – RoShay Services – Jobs

Insurance and Retirement Sales Agent

Insurance Agent serving K–12 educators by offering tailored auto, home, life, and retirement solutions.


Key Responsibilities

  • Build and manage a book of business through education-community prospecting and client outreach
  • Conduct needs-based consultations and recommend appropriate coverage and savings strategies
  • Present proposals and guide clients through underwriting and claims processes
  • Collaborate with internal teams to deliver service and support client needs
  • Maintain regulatory compliance and apply knowledge learned through ongoing training

Qualifications & Skills

  • Strong client-facing communication and consultative selling skills
  • Knowledge of insurance products and ability to assess coverage needs
  • Comfort guiding clients through underwriting and claims
  • Attention to detail and commitment to compliance and professional standards
  • Ability to work in a mission-driven, education-focused environment

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