We are a growth, result and detail-oriented wealth management team looking for an individual who is committed to long term success, achievement and helping people!
Responsibilities will initially include:
Preparing life, disability, and long-term care insurance quotes for clients
Work with our firm’s resources to delegate such work and then proofread and verify for accuracy
Phone conversations with clients to intake information, and then completing electronic applications and sending for signature
Work with clients and paramedical vendors to schedule health exams
Prepare presentations for client meetings
Utilize Salesforce to track opportunities, relationships and activity
Manage “mill”, cases in underwriting, in salesforce, adjusting time-frame expectations, interfacing with back office and insurance companies for updates, updating clients as to status.
We are looking for an individual with the following traits:
Outgoing, comfortable on the phone (no cold calling)
Strong customer service skills
Energetic
Organized
Experienced in life insurance and salesforce
Process driven
Detail oriented
Efficient
Enjoys being a part of a team
Able to multi-task
Comfortable with strict deadlines and varying workload
Requirements
This is a challenging role perfect for those passionate about helping people, hitting team goals, working hard, and being part of a growing organization. This individual understands the important and impact that proper protection planning makes for the families that trust us. This individual loves to be part of a team, have fun and contribute their ideas. This individual is ambitious and looking to grow as a member of the team for many years to come. As the role is mastered there is an opportunity for substantial income growth and other flexibility.