Life Insurance and Annuity Representative

2 days ago


Fort Lauderdale, Florida, United States PHP Full time

Job Title: Life Insurance and Annuity Representative

Job Summary:

We are seeking enthusiastic individuals to fill the role of Life Insurance and Annuity Representative at PHP. As a key member of our team, you will be responsible for providing guidance on life insurance policies and annuity products to clients, helping them make informed decisions about their financial goals and needs.

Key Responsibilities:

  • Assist clients in selecting life insurance policies and annuity products that meet their financial objectives.
  • Develop and maintain relationships with clients, providing exceptional customer service and support.
  • Process policy applications and manage client accounts with accuracy and attention to detail.
  • Stay up-to-date on industry trends and regulatory changes, applying this knowledge to provide expert advice to clients.
  • Ensure all client interactions and transactions comply with relevant regulations and company policies.

Requirements:

  • For Licensed Candidates: Current life insurance and annuity licenses are preferred.
  • For Unlicensed Candidates: Willingness to obtain necessary licenses and complete required training.
  • Strong communication and interpersonal skills, with the ability to build trust with clients.
  • Attention to detail and a proactive attitude.
  • Prior experience in sales or customer service is a plus, but not required.

Benefits:

  • Comprehensive training and support for both licensed and unlicensed individuals.
  • Opportunities for career growth and advancement within the company.
  • Competitive compensation and benefits package.


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