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Financial Planning Specialist

2 months ago

Irvine, California, United States Sagient - A Subsidiary Mass Mutual Full time
Life Insurance Professional

We are seeking a highly skilled Life Insurance Professional to join our organization at Sagient - A Subsidiary Mass Mutual. As a key member of our sales team, you will play a vital role in helping our clients achieve their financial objectives.

As a Life Insurance Professional, you will be responsible for:

  • Maintaining accurate databases, records, and bookkeeping to ensure all paperwork is up-to-date.
  • Expanding our customer base through strategic networking, referrals, and various marketing initiatives.
  • Determining new customers' insurance needs, desires, and financial standing through booked consultations.
  • Aiding policyholders with the insurance claims process and supervising the progress of current insurance claims.
  • Providing exceptional customer service by addressing existing and prospective customer requests in a prompt and friendly manner.

Key Qualifications:

  • Proficiency with Microsoft Office products.
  • Active Life & Health insurance license (strongly preferred).
  • Previous customer service or sales experience (preferred).
  • Background in the health insurance or life insurance industries (preferred).
  • High school diploma or GED; Bachelor's degree (a plus).

Compensation:

$80,000 - $110,000 per year (based on experience).