The Insurance Planning Consultant is responsible for providing expert advice and strategic guidance to clients in the areas of insurance planning, risk management, and financial protection.
The consultant will also stay informed about industry trends, regulatory changes, and emerging products to deliver innovative and effective insurance planning strategies.
Benefits
Annual Base Salary Commission Bonus Opportunities
Paid Time Off (PTO)
Life Insurance
Career Growth Opportunities
Flexible Schedule
Disability Insurance
Parental Leave
Retirement Plan
Evenings Off
Hands on Training
Health Insurance
Dental Insurance
Tuition Reimbursement
Mon-Fri Schedule
Vision Insurance
Responsibilities
Assess and identify the wants and needs of your customer(s) over the phone.
Attend industry events to network and build relationships.
Develop and implement new marketing and sales strategies.
Participate in regular team meetings and brainstorming sessions.
Attend training and continuing education courses.
Handle customer renewals.
Requirement
Creating and maintaining a database of current and potential customers
Ability to achieve high sales targets
Proven track record of trustworthiness, dependability and ethical behavior
Must be coachable
Excellent communication skills : written, verbal, and listening
Must have strong interpersonal communication skills
Must be motivated and determined
Last updated : 2024-05-19
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