Life & Health Insurance Specialist
3 months ago
A life and health insurance specialist is a knowledgeable professional dedicated to guiding clients through the intricacies of securing adequate life and health insurance coverage. They possess expertise in various insurance products and policies, including term life, whole life, universal life, and health insurance plans. These specialists work closely with clients to assess their needs, understand their financial situations, and recommend appropriate insurance solutions that provide financial security and peace of mind. They are adept at explaining policy features, benefits, and limitations in clear terms, ensuring clients make informed decisions. Additionally, they stay updated on industry trends, regulations, and changes in insurance offerings to provide up-to-date advice and support. Overall, a life and health insurance specialist plays a crucial role in helping individuals and businesses protect their futures through strategic insurance planning.
Benefits
Hourly Base Salary Based on Experience
Flexible Schedule
Mon-Fri Schedule
Hands on Training
Evenings Off
Responsibilities
- Meet new business production goals and objectives as established.
- Develop insurance quotes, make sales presentations, and close sales.
- Develop new Financial Services opportunities.
- Treat each customer contact as a cross and up-sell opportunity including financial products.
- Thoroughly understand and follow all underwriting, rating and compliance requirements.
- Prospecting and generating new businessthrough leads & referral sources.
- Generating insurance quotes.
- Prospects for new business by following sales leads generated from referrals, networking, marketing, cold-calling, and lead databases.
- Presents and explains insurance policy options based upon prospective client needs and their personalgoals.
- Work independently and as part of a team.
- Participate in regular team meetings and brainstorming sessions.
Requirements
- Possess an upbeat, positive and enthusiastic attitude.
- Create relationships from a cold start.
- Be a fantastic presenter.
- Excellent Communication/interpersonal skills.
- Prior Sales Experience.
- Must be awesome at opening doors and getting appointments from a cold start.
- Must be highly self-motivated.
- Career minded vision.
- Be equipped with great listening and closing skills.
- Ability to lead and motivate others, set a good example, and inspire others.
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