Life Insurance Planning Specialist

1 week ago


Dallas, Texas, United States PrimeLending Full time

Exciting Opportunity at PrimeLending

PrimeLending, a leading provider of mortgage and financial services, is seeking a dynamic Life Insurance Planning Specialist to join our team. This role will be based in our Dallas office and offers a unique opportunity for growth and development in the insurance industry.

Key Responsibilities

  • Collaborate with financial advisors to integrate insurance solutions into their practices
  • Meet sales targets for insurance products
  • Review and enhance existing policies as necessary
  • Assist with solution design, proposal generation, and closing opportunities
  • Stay informed on industry regulations and trends

Essential Requirements

  • 1-3 years of financial services experience
  • Series 6 and 63 licenses required
  • Strong knowledge of various insurance plans
  • Excellent communication and client service skills
  • Detail-oriented with strong organization skills
  • Proficient in Microsoft Office and CRM tools
  • Previous experience delivering sales presentations
  • Ability to analyze data effectively
  • Travel may be required

The above description outlines the main responsibilities and requirements for this role. PrimeLending values diversity and encourages candidates from all backgrounds to apply.



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