Insurance Advisor

4 weeks ago


Norman, Oklahoma, United States Dyal Agency Full time

The Dyal Agency is seeking a skilled Insurance Advisor to join our team. As a Remote Client Liaison, you will play a crucial role in building strong relationships with clients and providing tailored life insurance solutions.

Job Description

About the Role: This position involves educating clients on life insurance options and helping them make informed decisions that best protect their loved ones. You will be responsible for client engagement, education, customer service, organization, collaboration, and ethics.

Key Responsibilities:

  • Client Engagement: Build strong relationships with clients, understand their life insurance needs, and provide tailored solutions.
  • Education: Educate clients on life insurance options and help them make informed decisions that best protect their loved ones.
  • Customer Service: Deliver exceptional customer service throughout the sales process, supporting client goals.
  • Organization: Manage client interactions efficiently and ensure accurate documentation and thorough follow-up.
  • Collaboration: Work closely with team members to contribute to collective success.
  • Ethics: Uphold the highest ethical standards demonstrating integrity in all interactions.
  • Leadership (Optional): For those interested, contribute to team growth and take on leadership roles.

Ideal Candidate:

  • Communication Skills: Excellent verbal and written communication abilities.
  • Compassion: A genuine desire to help others.
  • Integrity: A commitment to ethical practices.
  • Attention to Detail: A meticulous approach to managing client interactions.
  • Team Player: A collaborative and supportive attitude.
  • Work Ethic: A strong drive to achieve goals.
  • Leadership Potential: A desire to grow within the company and take on leadership roles mentoring and inspiring others.

What We Offer:

  • Compensation: An estimated annual salary of $50,000 - $70,000 based on experience, with incentives.
  • Flexibility: A flexible remote work environment balancing professional and personal responsibilities.
  • Development: Ongoing training and development opportunities.
  • Leadership: Opportunities for career advancement with clear pathways for growth.
  • Culture: A supportive and positive team culture that values you, and rewards and recognizes your efforts.


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