Insurance Advisor

18 hours ago


Peachtree City, Georgia, United States American Senior Benefits Full time
About the Role

We are seeking a highly skilled Insurance Advisor to join our team at American Senior Benefits. As an Insurance Advisor, you will play a critical role in helping our clients achieve their financial goals by providing expert guidance on insurance products and services.

Key Responsibilities
  • Engage with Qualified Leads
    • Work with pre-screened, qualified leads generated from seminars and trust firm partnerships.
    • Conduct detailed consultations to understand client needs and goals.
  • Seminar Presentation
    • Represent the company in seminar settings, delivering professional and informative presentations on insurance products and services.
    • Collaborate with the trust firm to ensure a cohesive and comprehensive seminar experience.
  • Client Follow-Up
    • Follow up promptly with seminar attendees to address inquiries and provide additional information.
    • Build and maintain strong client relationships through personalized communication and exceptional service.
  • Professionalism and Client Interaction
    • Demonstrate the highest level of professionalism in all interactions with clients and partners.
    • Provide tailored insurance solutions that align with clients' financial objectives and trust needs.
  • Documentation and Reporting
    • Accurately document client interactions, follow-up actions, and sales activities.
    • Maintain detailed records of client information and seminar outcomes.
Requirements

To be successful in this role, you will need to have:

  • CFP, ChFC, Securities Licensed CPA, MDRT-level producers.
What We Offer

We offer a competitive compensation package, including:

  • USD $100,000.00 to USD $500,000.00 per year.

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