Client Advisor
4 weeks ago
We are a dynamic and growing insurance organization dedicated to providing top-notch services to our clients. Our mission is to empower individuals and families to achieve financial security and peace of mind.
Job SummaryWe are seeking a highly motivated and results-driven Client Advisor to join our team. As a Client Advisor, you will play a critical role in helping our clients protect their largest asset: their ability to make an income. You will work closely with our clients to understand their financial needs and provide personalized solutions to meet those needs.
Key Responsibilities- Setting Appointments: Reach out to potential clients and schedule meetings to discuss their mortgage protection coverage.
- Research: Gather information from clients to customize options that meet their financial needs.
- Meeting with Families: Meet with clients to present their options, discuss the details of the coverage, and help them apply for coverage.
- Administrative: Follow up with insurance carriers to facilitate client applications through underwriting.
We are looking for coachable, challenge-seeking, self-disciplined individuals with a growth mindset. A strong skill set is not everything for this position. We value individuals who are passionate about helping others and are willing to learn and grow with our company.
What We OfferWe offer a competitive commission structure, unparalleled benefits, and connections within the insurance industry. Our agents have the resources they need to excel inside and outside of work. We are a people-first mentality that starts and ends with our agents.
Why Join UsWe are a personal development company that just happens to sell insurance. We strive to make a generational impact in the lives of our clients, our agents, and our community. If you are looking for a career that is more than just a job, we encourage you to apply.
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