Life Insurance Planning Specialist
1 week ago
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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