Insurance Strategist

Yesterday

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TIH

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Business Insurance • Risk Management • Personal Insurance • Employee Benefits

5001 - 10000

Description

• Discuss client needs and sell insurance solutions • Lead clients through discovery and identify gaps • Manage daily activities and drive sales • Handle incoming calls from referral sources • Complete insurance applications and oversee underwriting • Explain product types and advantages • Guide clients through estate planning and insurance strategies

Requirements

• Effective interpersonal and written communication skills • Excellent customer service abilities • Effective time management skills • Ability to prioritize multiple tasks • Capability to work independently and in a team • Self-directed work style • Experience with PCs in Windows environment • Proficiency in Microsoft Office products • Problem analysis and solution development • Communicate with individuals at all organizational levels • Bachelor’s degree or equivalent education and experience • Two years of direct insurance selling experience or 3+ years in inside sales • In-depth knowledge of insurance product features • Proven sales track record • Appropriate FINRA registrations (e.g., Series 6 and 63) • Active Life and Health insurance license • Knowledge of the underwriting process

Benefits

• Medical, dental, vision, life insurance • Disability • Accidental death and dismemberment • Tax-preferred savings accounts • 401k plan • At least 10 vacation days • 10 sick days • Paid holidays • Defined benefit pension plan (depending on position) • Restricted stock units (depending on position) • Deferred compensation plan (depending on position)