Insurance and Financial Advisor

2 weeks ago


Stratford, Connecticut, United States The Ladders Full time

We are looking for a committed life insurance consultant with outstanding customer service skills to become part of our rapidly growing insurance firm and support our clients in achieving their financial aspirations.

If you find fulfillment in positively influencing the lives of clients each day, we encourage you to explore this opportunity.

Position: Life Insurance Consultant
Company: The Ladders


Key Responsibilities:
  • Assess clients' financial needs and concerns
  • Guide clients in financial planning for their future
  • Offer tailored strategies for clients to meet their long-term financial objectives
  • Build relationships to assist individuals in pursuing financial stability
  • Establish an insurance and financial practice through professional connections
  • Provide empathy and support to clients during difficult times
  • Foster and maintain enduring client relationships
  • Onboard and retain clients through various customer service initiatives
  • Market insurance products to attract new business
  • Keep accurate records and databases
  • Identify new client insurance requirements and financial situations
  • Manage insurance claims processing
Qualifications:
  • Preferred sales experience
  • Entrepreneurial mindset
  • Excellent written and verbal communication skills
  • Passion for addressing financial needs of families and businesses
  • Strong business insight
  • Professional demeanor
  • Resilience in overcoming challenges
  • Ability to engage and utilize personal networks
Compensation:
Agents have the potential to determine their earnings through our commission-based model. The average income for agents who met sales production criteria was $115, with individual performance influencing earnings. Benefits include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension plan.

The Ladders, with extensive experience in the industry, has been dedicated to helping individuals achieve their financial objectives. Our agents benefit from exceptional training, diverse product offerings, and support for both personal and professional development.

Embark on a fulfilling career that offers growth opportunities with The Ladders.

  • Proficiency in Microsoft Office Suite
  • Strong interpersonal and communication abilities
  • High school diploma or GED required; Bachelor's degree is advantageous
  • Current Life & Health insurance license is preferred
  • Prior customer service or sales experience is preferred


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