Life Financial Agent

1 week ago


Duluth, Minnesota, United States SLB Investment Group LLC Full time


As a Life Financial Agent, you will be instrumental in helping clients safeguard their financial future through strategic life insurance planning.

You will have the opportunity, to make a meaningful impact by providing personalized guidance, building strong relationships, and delivering valuable protection solutions.


Responsibilities:

Client Assessment:
Conduct thorough needs analysis to understand clients' financial goals, risk tolerance, and family dynamics.

Insurance Planning:

Design customized life insurance strategies tailored to client's needs, including term life, whole life, universal life, and other insurance products.


Risk Management:

Assess the clients insurance coverage and recommend adjustments or additional policies to mitigate financial risks and protect against unforeseen events.


Education and Consultation:
Educate clients on the importance of life insurance, policy features, riders, and benefits to facilitate informed decision-making.

Policy Implementation:
Assist clients with the application process, underwriting requirements, and policy issuance, ensuring a seamless and efficient experience.

Relationship Building:
Cultivate long-term relationships with clients, through regular communication, proactive outreach, and ongoing support.

Market Research:
Stay informed about industry trends, product innovations, and regulatory changes to provide relevant advice and solutions.

Qualifications:

Insurance Expertise:
Valid life insurance license or take the state license exam

Client-Focused Approach:
Proven ability to understand clients' needs, empathize with their concerns, and deliver tailored solutions.

Sales Acumen:
Strong sales and negotiation skills with a track record of achieving targets and building a client base.

Communication Skills:
Excellent verbal and written communication skills with the ability to explain complex concepts clearly and concisely.

Ethical Standards:
Commitment to upholding ethical standards, confidentiality, and integrity in all client interactions.

Team Collaboration:
Collaborative mindset with the ability to work effectively in a team-based environment.

Technology Proficiency:
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