Immediate Employment Needed For Insurance Advisor
Other Jobs Information
Key Responsibilities:
Client Consultation:
- Conduct thorough assessments of clients' financial situations and insurance needs.
- Provide expert advice on various life insurance products, including term life, whole life, universal life, and riders.
Product Knowledge:
- Stay up-to-date on the latest insurance products, industry trends, and regulatory changes.
- Educate clients on the features and benefits of life insurance policies, helping them make informed decisions.
Sales Strategy
- Develop and implement effective sales strategies to meet and exceed individual and team targets.
- Identify new business opportunities through networking, referrals, and outreach programs.
Relationship Management
- Build and maintain strong relationships with clients, ensuring ongoing satisfaction and loyalty.
- Provide continued support to clients post-sale, including policy reviews and adjustments as their needs change.
Administrative Duties
- Prepare and present insurance quotes and proposals to clients.
- Maintain accurate records of client interactions and transactions in the company's CRM system.
Compliance and Ethics:
- Adhere to all company policies and industry regulations, ensuring ethical practices in all client interactions.
- Prepare necessary documentation for policy applications and claims processes.
Qualifications:
- High school diploma or equivalent; a bachelor's degree in finance, business, or a related field is preferred.
- Proven experience in sales, with a focus on life insurance or financial products being a plus.
- Strong communication and interpersonal skills, with the ability to build rapport and trust with clients.
- Excellent analytical and problem-solving abilities.
- Proficiency in relevant software and CRM systems.
- Valid life insurance license (or willingness to obtain).
Skills:
- Strong sales acumen and goal-oriented mindset.
- Ability to work independently and as part of a team.
- Exceptional customer service skills.
- Detail-oriented with strong organizational skills.
What We Offer:
- Competitive salary and commission structure.
- Ongoing training and professional development opportunities.
- Supportive team environment with dedicated leadership.