
Life Insurance Specialist
2 weeks ago
As a Life Planner, you will play a crucial role in guiding clients through the process of selecting life insurance policies that best meet their needs.
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 options.
- Generate leads through networking, referrals, 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.
Qualifications:
- A high school diploma or equivalent is required.
- You should be self-motivated with the ability to work independently and manage time effectively.
- We are looking for someone who is ethical and trustworthy, with a client-first mentality.
Our organization is dedicated to providing smart life insurance solutions to individuals and families. We pride ourselves on our customer-focused approach, integrity-driven sales strategies, and a supportive team environment that encourages personal and professional growth.
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