🪄 Skills: Communication SkillsAnalytical SkillsCollaborationAttention to detail
Requirements:
Strong enjoyment of helping people.
Excellent communication and interpersonal skills.
Ability to build rapport quickly and effectively.
Strong problem-solving skills with attention to detail.
Self-motivated and able to work independently.
A current Life Insurance License is required (candidates without a license may be considered, but must obtain one within 60 days, typically costing around $200).
Responsibilities:
Build and maintain strong relationships with clients, serving as their main point of contact for insurance inquiries.
Conduct thorough assessments of clients' insurance needs and financial goals.
Provide personalized insurance recommendations based on individual circumstances and risk tolerance.
Educate clients about the features, benefits, and limitations of different life insurance policies.
Assist clients in completing applications and gathering necessary documentation.
Follow up with clients regularly to review their policies and address any questions or concerns.
Coordinate with insurance carriers and underwriters to ensure smooth policy issuance.