Insurance Solutions Consultant
6 days ago
About Western & Southern Life
">We are a leading provider of insurance and financial solutions, dedicated to helping individuals and families achieve their goals.
Job Overview
">We are seeking a highly motivated Insurance Solutions Consultant to join our team. As an Insurance Solutions Consultant, you will play a key role in meeting the middle-income client needs for risk protection, financial security, and wealth creation.
Key Responsibilities:
- IDentify market opportunities and develop effective marketing strategies.
- Prospect and network with potential clients, identifying qualified leads and building relationships.
- Contact and schedule appointments with clients to discuss insurance and investment solutions.
- Adequately prepare for appointments by reviewing client information and developing tailored solutions.
- Conduct appointments using consultative practices and processes to effectively sell insurance and investment solutions.
- Plan and schedule sales, marketing, and service activities to ensure consistent growth and customer satisfaction.
- Develop community relationships to cultivate and strengthen our presence in target markets.
- Maintain personal contact with clients to ensure their evolving financial needs are being met.
- Engage in continuous professional development to enhance skills and knowledge.
- Maintain accurate records, payments, and other critical information in a timely manner.
- Operate a vehicle during both day and night hours as required.
Requirements:
- Demonstrate a high level of integrity and strong work ethic.
- Exhibit strong interpersonal, relationship, and influence skills.
- Show effective communication skills, including listening, speaking, and writing.
- Analyze client needs, understand financial products, and complete collaborative discovery with clients.
- Influence others to take needed action and demonstrate personal drive and resilience.
- Network for new clients and maintain a valid driver's license.
Educational Requirements
- Minimum high school diploma or equivalent; college degree preferred.
Computer Skills and Knowledge of Hardware & Software Required
- Working knowledge of word processing and spreadsheet applications.
- Working knowledge of internet and email.
Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.)
- Obtain and hold State Life and Health license prior to hire.
- Obtain and hold the FINRA SIE, Series 6 and Series 63 within one year of employment.
Estimated Salary: $60,000 - $80,000 per annum
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