Insurance Advisor

4 weeks ago

Provo, Utah, United States American Senior Benefits Full time

At American Senior Benefits, we're seeking a talented Insurance Advisor to join our team. As a key member of our Legacy culture, you'll be responsible for implementing our tested marketing strategies, evaluating current coverage, and delivering risk management solutions to our clients.

Responsibilities:

  • Implement our proven marketing strategies to attract new clients and grow our business.
  • Evaluate current coverage and provide recommendations to ensure our clients have the best possible protection.
  • Utilize our systems to find and place the best solutions for our clients, ensuring their retirement is secure.
  • Nurture relationships with existing clients, providing exceptional customer service and support.
  • Partner with our team to support our community and drive business growth.
  • Maintain all insurance documents and records in compliance with state and federal regulations.
  • Stay up-to-date on industry information, ensuring our clients receive the best possible advice.

Qualifications:

  • Customer Service Aptitude
  • Reliability
  • Empathy
  • Critical Thinking
  • Professional customer service aptitude
  • Basic conflict resolution skills
  • Effective verbal and written communication
  • Active listening skills
  • Demonstrated ability to multitask
  • Ability to navigate system tools to search for answers & information
  • Demonstrated ability to utilize computer systems/data systems
  • Ability to solve complex situations with limited information
  • Questioning and deductive reasoning skills

Requirements and Skills:

  • Experience in sales or customer service is an asset
  • Ability to analyze financial information and comply with regulations
  • Proficiency in MS Office and CRM systems
  • Attention to detail and strong math skills
  • Strong ethics, with a customer-oriented attitude
  • Outstanding communication skills, and the ability to foster long-term relationships
  • Valid professional licensing

Compensation:

USD $61,000.00 - USD $101,000.00 /Yr.

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