Job Description

Are you a people person with keen listening skills, strong attention to detail, and a knack for navigating the finer details in business or financial plans? If so, we’re looking for you! We are seeking a definitive decision-maker who is eager to connect new, existing, and prospective clients with the insurance program that best meets their individual needs. Job seekers should be eager yet intuitive communicators with a demonstrated knowledge of different types of insurance policies and excellent organization skills. If you are looking for a flexible full-time position that offers growth opportunities, significant earning potential, and plenty of variety, start your application today! Once you apply, please check out the interactive presentation emailed to you so you can have a better idea of what our firm is about, how we help people and more! Responsibilities:

• Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers’ satisfaction
• Devote an unprecedented level of personal attention when implementing a range of effective sales strategies proven to maintain and grow long-term customer base
• Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities, and present insurance plan options tailored to their individual circumstances
• Work with policyholders to develop and deliver risk management strategies that fit their individual profiles
• Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders

Qualifications:

• Insurance license required
• Proficiency with accounting or sales-related software is helpful
• High school diploma required; bachelor’s degree preferred
• Candidates should have basic computer skills and be able to use Microsoft Office programs
• Strong interpersonal skills, communication skills, customer service skills, and analytical skills are required

About Company: We’re not just about building wealth but transforming that wealth into meaningful impact, helping you turn dreams into reality. Whether you’re championing a global cause, uplifting your family and community, or building a business that you can pass down to your children, together we can secure and channel your wealth, ensuring you leave a lasting legacy that truly makes a difference.

Job Tags

Full time, Start working today, Flexible hours,

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