
Life Insurance Financial Solutions Specialist
5 days ago
Job Title: Life Planner / Advisor
We are seeking a motivated and compassionate Financial Solutions Specialist to join our dynamic team. As a key player in helping individuals and families protect their futures, you will guide clients through the process of selecting life insurance policies that best meet their needs.
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 goals and provide tailored life insurance solutions
- Educate clients about the different types of life insurance products and investment options.
- 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
At our company, we pride ourselves on our customer-first approach, integrity-driven sales strategies, and a supportive team environment that encourages personal and professional growth.
Our team is dedicated to helping individuals and families protect their futures through smart life insurance solutions. If you're passionate about making a meaningful impact-one policy at a time-apply today
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