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Insurance Solutions Consultant

2 months ago

Dallas, Texas, United States PrimeLending Full time

Exciting Opportunity at PrimeLending

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

Key Responsibilities

  • Collaborate with financial advisors to integrate insurance solutions into their business strategies
  • 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 experience in financial services
  • Series 6 and 63 licenses required
  • Strong knowledge of various insurance plans
  • Excellent communication and client service skills
  • Detail-oriented with strong organizational 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.