Insurance Solutions Advisor

4 weeks ago

Garden City, United States Farmers District Office-0420 Full time

Job Description

Job Description

As an Insurance Solutions Advisor, you will be responsible for providing comprehensive insurance solutions to clients, addressing their risk management needs and financial goals. This role involves assessing clients' insurance requirements, designing tailored insurance strategies, and recommending suitable products and services. You will also collaborate with other professionals, such as financial planners and underwriters, to deliver integrated solutions that meet clients' needs.

Benefits

Annual Base Salary + Commission + Bonus Opportunities Paid Time Off (PTO) Life Insurance Career Growth Opportunities Disability Insurance Retirement Plan Parental Leave Flexible Schedule Evenings Off Hands on Training Health Insurance Dental Insurance Tuition Reimbursement Vision Insurance Mon-Fri Schedule

Responsibilities Conduct in-depth consultations with clients to understand their insurance needs, financial objectives, and risk tolerance. Analyze clients' existing insurance coverage, assets, liabilities, and financial resources to identify gaps and opportunities for improvement. Design customized insurance solutions and risk management strategies to address clients' specific needs and goals. Recommend appropriate insurance products and services, such as life insurance, disability insurance, long-term care insurance, and annuities, based on clients' profiles and preferences. Collaborate with internal and external partners, including financial planners, underwriters, and actuaries, to develop holistic solutions that integrate insurance with other financial products and services. Present insurance proposals to clients, explaining the rationale behind recommended strategies, product features, benefits, and potential risks. Assist clients with policy implementation, including completing application forms, underwriting requirements, and policy issuance. Provide ongoing support and advice to clients, reviewing their insurance portfolios regularly and adjusting strategies as needed to accommodate changes in circumstances or objectives. Stay updated on industry trends, regulatory changes, and product developments to ensure recommendations are relevant and compliant. Build and maintain strong relationships with clients, insurers, and other stakeholders to foster trust and loyalty and generate referrals.

Requirements Bachelor's degree in finance, business, insurance, or related field (preferred). Previous experience in insurance sales, financial planning, or advisory role. Possess relevant insurance licenses or willingness to obtain required licenses (e.g., Life & Health, Series 6 or 7). Strong understanding of insurance products, risk management principles, and financial planning concepts. Excellent analytical skills, with the ability to assess clients' needs, evaluate options, and recommend appropriate solutions. Excellent communication and presentation skills, with the ability to explain complex insurance concepts in a clear and compelling manner. Customer-focused attitude, with a commitment to delivering exceptional service and building long-term client relationships. Detail-oriented and organized, with the ability to manage multiple tasks and prioritize workload effectively. Proficiency in using computer software and financial planning tools for analysis, modeling, and presentations. Ethical conduct and compliance with industry regulations and company policies at all times.

#J-18808-Ljbffr

  • Insurance Solutions Advisor

    4 weeks ago

    Garden City, United States Farmers District Office-0420 Full time

    Job DescriptionJob DescriptionAs an Insurance Solutions Advisor, you will be responsible for providing comprehensive insurance solutions to clients, addressing their risk management needs and financial goals. This role involves assessing clients' insurance requirements, designing tailored insurance strategies, and recommending suitable products and...

  • Insurance Solutions Advisor

    9 hours ago

    Garden City, United States Farmers District Office-0420 Full time

    As an Insurance Solutions Advisor, you will be responsible for providing comprehensive insurance solutions to clients, addressing their risk management needs and financial goals. This role involves assessing clients' insurance requirements, designing tailored insurance strategies, and recommending suitable products and services. You will also collaborate...

  • Insurance Solutions Advisor

    2 weeks ago

    Garden City, United States Farmers District Office-0420 Full time

    Job DescriptionJob DescriptionAs an Insurance Solutions Advisor, you will be responsible for providing comprehensive insurance solutions to clients, addressing their risk management needs and financial goals. This role involves assessing clients' insurance requirements, designing tailored insurance strategies, and recommending suitable products and...

  • Personal Insurance Advisor

    3 weeks ago

    Arkansas City, United States Insurance Center Full time

    Job Description Job Description ICI is growing! We are now hiring a Personal Insurance Advisor. If you're ready for a career change, we're ready for YOU! Benefits Paid Time Off (PTO) Health Insurance Dental Insurance Vision Insurance Career Growth Opportunities Retirement Plan Evenings Off Hands on Training Mon-Fri Schedule Life Insurance Disability...

  • Corporate Insurance Advisor

    3 weeks ago

    Oklahoma City, United States Comma Insurance Full time

    Position Description As a Corporate Insurance Advisor at Comma, you will play an integral role in providing our clients recommendations and advice to ensure that they select the right Property, Casualty, and Life insurance products to protect themselves and their family. Working with our team, you will be trained to serve our existing clients as well as...

  • Corporate Insurance Advisor

    2 weeks ago

    Oklahoma City, United States Comma Insurance Full time

    Position Description As a Corporate Insurance Advisor at Comma, you will play an integral role in providing our clients recommendations and advice to ensure that they select the right Property, Casualty, and Life insurance products to protect themselves and their family. Working with our team, you will be trained to serve our existing clients as well as...

  • Personal Insurance Advisor

    4 weeks ago

    Arkansas City, United States Insurance Center, Inc. Full time

    Job DescriptionJob DescriptionICI is growing! We are now hiring a Personal Insurance Advisor. If you're ready for a career change, we're ready for YOU!BenefitsPaid Time Off (PTO)Health InsuranceDental InsuranceVision InsuranceCareer Growth OpportunitiesRetirement PlanEvenings OffHands on TrainingMon-Fri ScheduleLife InsuranceDisability...

  • Personal Insurance Advisor

    2 weeks ago

    Arkansas City, United States Insurance Center, Inc. Full time

    Job DescriptionJob DescriptionICI is growing! We are now hiring a Personal Insurance Advisor. If you're ready for a career change, we're ready for YOU!BenefitsPaid Time Off (PTO)Health InsuranceDental InsuranceVision InsuranceCareer Growth OpportunitiesRetirement PlanEvenings OffHands on TrainingMon-Fri ScheduleLife InsuranceDisability...

  • Insurance Solutions Executive

    4 weeks ago

    Dodge City, United States Farmers District Office-0420 Full time

    Job Description Job Description The Insurance Solutions Executive is a key leadership role responsible for driving the development and implementation of innovative insurance solutions to meet the evolving needs of clients and the marketplace. This role involves leading cross-functional teams, collaborating with internal and external stakeholders, and...

  • Wealth Management, Insurance

    1 week ago

    Jersey City, United States JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** **Responsibilities**: - Develop effective relationships with internal and external partners to deliver annuity and insurance solutions to our clients - Collaborate with the Specialists and Practice Leaders to promote the integration of insurance solutions into client’s holistic planning - Educate advisors on financial products and the...

  • Insurance Solutions Executive

    4 weeks ago

    Dodge City, United States Farmers District Office-0420 Full time

    Job DescriptionJob DescriptionThe Insurance Solutions Executive is a key leadership role responsible for driving the development and implementation of innovative insurance solutions to meet the evolving needs of clients and the marketplace. This role involves leading cross-functional teams, collaborating with internal and external stakeholders, and...

  • Insurance Solutions Executive

    2 weeks ago

    Dodge City, United States Farmers District Office-0420 Full time

    Job DescriptionJob DescriptionThe Insurance Solutions Executive is a key leadership role responsible for driving the development and implementation of innovative insurance solutions to meet the evolving needs of clients and the marketplace. This role involves leading cross-functional teams, collaborating with internal and external stakeholders, and...

  • Insurance Advisor

    2 months ago

    Lake Havasu City, United States Ty Schraufnagel Agency Full time

    The Ty Schraufnagel Agency of American Family Insurance is looking for a positive, motivated individual to join their championship team as a full-time Insurance Risk Advisor.  Required Skills: Consistently maintain a positive, upbeat attitudeOutstanding at follow-upExcellent communication skills (phone, written, interpersonal)Capacity to prioritize Able...

  • Insurance Advisor

    2 weeks ago

    Lake Havasu City, United States Ty Schraufnagel Agency Full time

    The Ty Schraufnagel Agency of American Family Insurance is looking for a positive, motivated individual to join their championship team as a full-time Insurance Risk Advisor.  Required Skills: Consistently maintain a positive, upbeat attitudeOutstanding at follow-upExcellent communication skills (phone, written, interpersonal)Capacity to prioritize Able...

  • Insurance Benefits Advisor

    3 weeks ago

    West Valley City, United States US Health Services Full time

    Insurance Benefits Advisor Make a difference: Our clients are looking for viable alternatives to their current benefit programs and as a result of current economic conditions, the demand for our products and services has never been greater! Our Insurance Benefit Advisors can make a real difference in people's lives. You'll work directly with Americas...

  • Solution Advisor

    3 weeks ago

    Kansas City, United States Elentic Technology Solutions Full time

    Job DescriptionJob DescriptionSupport the Department of Veterans Affairs (VA) Electronic Health Record Modernization (EHRM) program as a Solution Advisor providing Cerner expertise, support, and knowledge transfer sessions to the National/VISN Councils/local workshops, and VA solution experts.Key technical experience:Solution knowledge expertise on...

  • Solution Advisor

    1 week ago

    Kansas City, United States Elentic Technology Solutions Full time

    Job DescriptionJob DescriptionSupport the Department of Veterans Affairs (VA) Electronic Health Record Modernization (EHRM) program as a Solution Advisor providing Cerner expertise, support, and knowledge transfer sessions to the National/VISN Councils/local workshops, and VA solution experts.Key technical experience:Solution knowledge expertise on...

  • National Financial Solutions Advisor I

    1 month ago

    Rapid City, South Dakota, United States Bank of America Full time

    Job Description:At Bank of America, we re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when...

  • National Financial Solutions Advisor I

    2 weeks ago

    Rapid City, South Dakota, United States Bank of America Full time

    Job Description:At Bank of America, we re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when...

  • Wealth Advisor

    2 weeks ago

    Redwood City, United States TalentLink Solutions Full time

    We are an independent, fee-only wealth management firm located in the heart of Redwood City. We approach our client relationships truly holistically, designing and implementing innovative, proactive strategies to address complex financial problems. We also feel that many clients will only maximize their financial opportunities when provided with appropriate...