Live opening · Posted 5 days ago
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About the role
Description supplied by the original job listing.
Job Title: Life Insurance Advisor
Position Overview
We are looking for a goal-driven Life Insurance Advisor to help clients secure their financial futures. You will assess client needs, recommend personalized life insurance policies, and build long-term advisory relationships.
Key Responsibilities
Client Consultation: Conduct financial needs assessments and recommend suited coverage (term, whole life, annuities).
Business Development: Prospect and convert leads through networking, referrals, and outreach to meet sales targets.
Policy Management: Assist clients with applications, medical underwriting, policy updates, and claims support.
Compliance: Adhere strictly to industry regulations, ethics standards, and licensing requirements.
Key Requirements
Education & License: High school diploma required (Bachelor's preferred); active Life & Health Insurance License (or willingness to obtain one).
Experience: 1+ years in sales, customer service, or financial services preferred.
Skills: Strong communication, active listening, negotiation, and CRM software proficiency.
Work arrangement
No
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