Life Insurance Advisor
Found in: Appcast Linkedin GBL C2 - 3 weeks ago
ABOUT THE JOB:
We are seeking a motivated sales professional to drive incremental topline revenue by way of cross-selling life insurance into our Disability Insurance book of physicians. The Life Insurance Advisor has a bias towards action and leads with a customer first mindset. The ideal candidate is more comfortable making things happen than they are waiting for things to happen. In adding life insurance to our DI book of business, the Life Insurance Advisor strengthens the Pattern brand and relationship with each physician we serve.
The most successful Life Insurance Advisor will proactively pursue interactions with Pattern DI customers and will help design and implement a predictable and repeatable sales methodology that can be scaled over time. When the business dictates, the Life Insurance Advisor will be asked to help sell DI, as well.
WHAT YOU CAN LOOK FORWARD TO:
- Develops and maintains a client base; seeks new prospects via referrals, social media and group presentations.
- Consults with clients and prospective clients to assess insurance needs, budget and other relevant details.
- Provides rate quotes and coverage recommendations.
- Assists with completion of application and other necessary paperwork; obtains underwriting approval.
- Delivers policy and plan documents.
- Follows up with clients on a periodic basis to assess financial, family, and other changes that may warrant modification of coverage.
- 60-70 daily outbound activities (ie phone calls, emails, text and social media) to generate interest and appropriate meeting volume
- Act as an internal SME for all things life insurance related
- Regular 1:1 sales coaching sessions with the VP of Sales and fellow DI Advisors
- Frequent brainstorming sessions with our Marketing and Tech teams to aide in the systems and processes buildout
- Rejection…it’s part of the program and a stair-step to success. If hearing “No” bothers you, this isn’t the next step in your career
WHAT YOU’LL NEED TO SUCCEED:
- Excellent verbal and written communication skills.
- Thorough understanding of life insurance as a supplement to DI and an aspect of financial planning.
- Ability to clearly explain insurance policies and packages.
- Proficient with Salesforce and the G-suite of products
- A sharp attention to detail
- A proven track record of time and priority management
- Pride…if you don’t get excited telling friends and family that you are in the business of selling peace of mind, then this will be a tough haul.
- Purpose and ownership…when you understand the work you do and how it impacts lives, then all of the “No’s” fade away when you deliver peace of mind to a family during their time of grieving
REQUIRED EDUCATION and EXPERIENCE:
- 1-2 years of Insurance Sales experience
- Life insurance experience (Preferred)
- Life and Health insurance license required (Pattern will help you acquire this if you don’t have it). Associates will be given a 90-day window to pass the licensing exam.
BENEFITS:
This is an in-office position located in Omaha, Nebraska. Currently this position is not offered as hybrid or remote.
- 401(k) with generous company match
- Health Savings Account contributions for qualifying insurance plans.
- Short- and Long-Term disability benefits
- Paid Time Off (PTO)
- Employee Assistance Program
- Vision Insurance Options
-
Sales Associate
Found in: Lensa US P 2 C2 - 2 weeks ago
Omaha, United States Pacific Life Full timeJob Description:Pacific Life is investing in bright, agile, and diverse new talent to ensure we continue to innovate and strengthen relationships with our policyholders. That's why we're actively seeking skilled Sales Associates to join our team and take part in our people-first culture. This role is a hybrid position, with 3 days per week in our Omaha, NE...
-
Service Advisor
1 week ago
Omaha, United States House of Mufflers and Brakes Full timeJob DescriptionJob Description We are looking for a personable Service Advisor to act as the liaison between our customers and service technicians. The Service Advisor's responsibilities include greeting customers, listening to requests, scheduling appointments, estimating costs, verifying insurance, conducting inspections, and test driving cars. The...
-
Life Care Planner
6 days ago
Omaha, United States Precision Life Care Planning & Medical Analysis Full timeCompany Description Precision is a team of highly skilled medical professionals who specialize in providing services to plaintiff and defense attorneys, expert witnesses, and other life care planners. Our team has diverse backgrounds and expertise, ensuring that we offer comprehensive and customized solutions to meet clients unique needs. Role Description ...
-
Sales Representative
1 week ago
Omaha, United States Milestone Full timeJob DescriptionJob DescriptionWelcome to Milestone!! Come join a group of passionate, honest, insurance professionals with a proven track record in the industry! Entry-level - no previous experience or license required! Apply today! Responsibilities:Provide insurance services to existing customers & new leads in your area!Requirements: Previous...
-
Life Care Planner
1 week ago
Omaha, United States Precision Life Care Planning & Medical Analysis Full timeCompany DescriptionPrecision is a team of highly skilled medical professionals who specialize in providing services to plaintiff and defense attorneys, expert witnesses, and other life care planners. Our team has diverse backgrounds and expertise, ensuring that we offer comprehensive and customized solutions to meet clients unique needs. Role Description...
-
Customer Service Advisor
2 weeks ago
Omaha, United States AC Nelsen RV Full timeJob Type Full-time Description For 100 years, A.C. Nelsen has retained great prices, attentive service, and positive relationships with our customers and community. We are proud to have received the First Place Award of Best RV Dealer from Omaha Magazine's Best of Omaha, voted on by local readers. We are currently searching for a full time customer service...
-
Financial Advisor
1 week ago
Omaha, United States Insight Financial Planning Full timeJob DescriptionJob Description* This position is located in Norfolk, NE. Relocation or reliable commuting is required. Cultivate relationships with new and existing client base, including meeting with clients in person and provide ongoing advice, service and relationship building. Support tenured Financial Advisors in all servicing of the existing...
-
Remote Insurance Sales
3 weeks ago
Omaha, United States 1st State Brokerage Full timeJob DescriptionJob DescriptionIdeal Candidate's are:• Customer service oriented• Results driven and coachable• Self-disciplined• Excellent communication skills• Passionate about helping other people• Desire to grow quickly, fast track into managementBenefits:• Independent broker with multiple A-rated carriers• Advanced Commissions and...
-
IC - Insurance Risk Control Consultant
Found in: Talent US C2 - 1 week ago
Omaha, United States exl Full timeOverview EXL Risk Control is a leading provider of risk assessments and loss control surveys to commercial lines insurance carriers. We are seeking candidates who possess 10+ years of experience with a major insurance carrier and/or national broker in commercial Property & Casualty Risk Control, excellent communication skills, computer proficiency,...
-
Remote Insurance Agent
1 week ago
Omaha, United States Dorr Agency Full timeJob DescriptionJob DescriptionLooking for your last career stop? Interested in an industry change? Seeking work-life balance?The Dorr Agency is seeking a motivated, coachable licensed and non-licensed agent to join our team. We specialize in helping families and businesses with life, health, and wealth solutions. We utilize a proprietary platform that...
-
Customer Success Specialist
2 weeks ago
Omaha, United States Berkshire Hathaway Homestate Companies Full timeCompany: BHHIC Berkshire Hathaway Homestate Insurance Company As a member of the Berkshire Hathaway group of insurance companies, we offer outstanding opportunities for professionals interested in working with a successful company. We offer unparalleled financial strength, stability and "large company" benefits, in addition to an exciting, friendly, "small...
-
Benefit Operations Specialist
1 week ago
Omaha, United States Oci Insurance And Financial Services Inc Full timeJob TypeFull-timeDescriptionOur Mission: Insurance Made Simple.Culture Code: Humble, Hungry, and Smart (people smart) individuals who Serve, Grow, and Retain our Agents, Carriers, and Team.The OCI Experience: Our mission and culture code, with a bit of fun, are how we provide the experience.We like to say: Insurance can be complex, confusing, and boring....
-
Marketing and Sales Producer
1 week ago
Omaha, United States Lance Juett Insurance Agency Inc Full timeJob DescriptionJob DescriptionWe are seeking a passionate, self-driven, natural born sales person with a desire to make a difference in people???s lives. As our newest marketing/salesrepresentative you will market prosepcts while getting your insurance license. As a full-time sales representative you will help individuals, families, and small businesses...
-
Benefit Operations Specialist
1 week ago
Omaha, United States OCI Insurance and Financial Services, Inc Full timeJob Type Full-time Description Our Mission: Insurance Made Simple. Culture Code: Humble, Hungry, and Smart (people smart) individuals who Serve, Grow, and Retain our Agents, Carriers, and Team. The OCI Experience: Our mission and culture code, with a bit of fun, are how we provide the experience. We like to say: Insurance can be complex, confusing, and...
-
Insurance Follow Up Rep
Found in: Resume Library US A2 - 1 week ago
Omaha, Nebraska, United States CommonSpirit Health Full timeOverview: REMOTE WORK OPPORTUNITY Your time at work should be fulfilling. Rewarding. Inspiring. That’s what you’ll find when you join one of our non-profit CHI facilities across the nation. You’ll find challenging, rewarding work every day alongside people who have as much compassion as you. Join us and together we’ll create healthier, stronger...
-
Omaha, United States KING'S INSURANCE STAFFING LLC Full timeOur client, an A-rated Insurance Carrier, is seeking to add a strong Senior Workers' Compensation Claims Examiner with strong knowledge in Nebraska Law. This would be a fully remote position. Duties will consist of handling mid to complex Nebraska Workers' Compensation Lost Time claims from inception to close. Qualified candidates must possess a strong...
-
Automotive Service Technician
4 days ago
Omaha, United States Woodhouse Auto Family Full timePosition:Automotive Service Technician (Certified)Location(s):Woodhouse Auto FamilyOmaha, NE: HYUNDAI, MAZDA, NISSAN, FORD, LINCOLN, CHEVY, GMC, BUICK, CADILLAC & QUICK LANE TIRE AND AUTO SERVICE CENTERBellevue, NE: MAZDA, NISSAN, CHRYSLER DODGE JEEP RAMBlair, NE: FORD, CHRYSLER DODGE JEEP RAMPlattsmouth, NE: FORDMissouri Valley, IA: CHEVY BUICKSioux City,...
-
Business Development Representative
1 week ago
Omaha, United States US Med-Equip Full timeBusiness Development Representative Job Description Join our life-saving mission! Become part of a fast-growing healthcare company as a Sales Representative helping equip hospitals with patient-ready moveable medical equipment. We offer an uncapped commission structure along with diverse, high-growth opportunities in multiple lines of medical equipment...
-
Business Development Representative
2 weeks ago
Omaha, United States US Med-Equip Full timeBusiness Development Representative Job DescriptionJoin our life-saving mission! Become part of a fast-growing healthcare company as a Sales Representative helping equip hospitals with patient-ready moveable medical equipment. We offer an uncapped commission structure along with diverse, high-growth opportunities in multiple lines of medical equipment and...
-
Business Development Representative
Found in: Appcast Linkedin GBL C2 - 3 weeks ago
Omaha, United States US Med-Equip Full timeBusiness Development Representative Job DescriptionJoin our life-saving mission! Become part of a fast-growing healthcare company as a Sales Representative helping equip hospitals with patient-ready moveable medical equipment. We offer an uncapped commission structure along with diverse, high-growth opportunities in multiple lines of medical equipment and...