Life Insurance Advisor

2 weeks ago

Omaha, United States Pattern Full time

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

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