Advanced Life Insurance Specialist

5 days ago


Austin, Texas, United States PR Financial Full time

About PR Financial

PR Financial is a leading provider of insurance solutions, dedicated to helping individuals and families protect their financial future. We are seeking an experienced and motivated Advanced Life Insurance Broker to join our team and contribute to our mission of delivering exceptional customer service and innovative insurance solutions.

Key Responsibilities

  • Client Needs Assessment: Conduct thorough assessments of clients' life insurance needs and provide tailored solutions to meet their requirements.
  • Insurance Education: Educate prospective clients about the benefits and importance of life insurance, highlighting its role in securing their financial future and protecting their loved ones.
  • Lead Generation: Proactively generate leads through outreach and networking, building relationships with potential clients and identifying new business opportunities.
  • Relationship Building: Develop and maintain strong relationships with clients to ensure their satisfaction and loyalty, providing exceptional customer service and support.
  • Risk Assessment: Conduct thorough and accurate risk assessments to identify potential risks and develop strategies to mitigate them.
  • Industry Knowledge: Stay up-to-date with industry trends and changes in life insurance policies and regulations, ensuring that clients receive the best possible advice and solutions.
  • Collaboration: Collaborate with underwriters to negotiate and structure life insurance deals, ensuring that clients receive the best possible outcomes.

Requirements

  • Experience: Proven experience as a life insurance broker, with a strong understanding of life insurance products and policies.
  • Communication Skills: Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Sales and Negotiation: Strong sales and negotiation abilities, with the ability to identify and capitalize on new business opportunities.
  • Independence and Teamwork: Ability to work independently and as part of a team, with a strong sense of accountability and responsibility.
  • Attention to Detail: Detail-oriented with strong analytical skills, able to identify and mitigate potential risks.
  • Proactivity and Motivation: Proactive and self-motivated, with a strong desire to succeed and contribute to the company's mission.
  • Insurance License: Valid insurance agent/broker license, with a strong understanding of industry regulations and requirements.


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