Life Planner
2 weeks ago
We pride ourselves on our customer-first approach, integrity-driven sales strategies, and a supportive team environment that encourages personal and professional growth.
Job Summary: We are seeking a motivated and compassionate Life Planners to join our dynamic team.
As a Life Planner, you will guide clients through the process of selecting life insurance policies that best meet their needs, whether it's for income replacement, wealth transfer, estate planning, or legacy building.
This role involves both inbound and outbound client interactions, assessing customer needs, explaining policy options, and closing sales with empathy and professionalism.
Key Responsibilities: Consult with clients to understand their financial needs and provide tailored life insurance solutions Educate clients about the different types of life insurance products and investment products.
Generate leads through networking, referrals, cold calling, and company-provided sources Maintain regular follow-ups with clients to build long-term relationships and ensure satisfaction Participate in ongoing training and professional development sessions (Online)Qualifications: Required: High school diploma or equivalent Self-motivated with the ability to work independently and manage time effectively Ethical and trustworthy, with a client-first mentality What We Offer: Competitive commission structure and performance bonuses Access to top-rated insurance carriers and products National and International Tours Marketing support and lead generation tools Career advancement opportunities A supportive team culture that values growth, learning, and integrity Join Our Team: If you're passionate about helping people protect what matters most and are ready to take your career to the next level, we want to hear from you.
Apply today and make a meaningful impact—one policy at a time.
To apply, please send your resume to swaroooptataaia@gmail.com
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