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Insurance Advisor

2 months ago

Provo, Utah, United States American Senior Benefits Full time
About the Role

We are seeking a highly motivated and customer-focused Insurance Advisor to join our team at American Senior Benefits. As an Insurance Advisor, you will play a critical role in helping our clients achieve their financial goals by providing expert guidance and support in navigating the complex world of insurance.

Key Responsibilities
  • Implement our proven marketing strategies to attract and retain clients.
  • Evaluate current coverage and provide personalized recommendations to ensure our clients have the right protection in place.
  • Utilize our advanced systems to identify and deliver the best solutions for our clients' unique needs.
  • Work closely with clients to develop and implement risk management strategies that protect their retirement and financial well-being.
  • Nurture and grow existing relationships with our clients, providing exceptional customer service and support.
  • Partner with our team to support our community and drive business growth.
  • Maintain accurate and up-to-date insurance records and documents in compliance with state and federal regulations.
  • Stay current with industry developments and trends, ensuring our clients receive the best possible advice and guidance.
Requirements and Qualifications
  • Experience in sales or customer service is an asset.
  • Ability to analyze financial information and comply with regulations.
  • Proficiency in MS Office and CRM systems.
  • Attention to detail and strong math skills.
  • Strong ethics and a customer-oriented attitude.
  • Outstanding communication skills and the ability to foster long-term relationships.
  • Valid professional licensing.
Compensation and Benefits

We offer a competitive salary range of $61,000 to $101,000 per year, as well as a range of benefits and perks, including:

  • A flexible schedule that allows you to balance your work and personal life.
  • Hands-on training and development opportunities to help you succeed in your role.
  • Career growth opportunities and a clear path for advancement.
  • A comprehensive benefits package, including health insurance, retirement savings, and more.
  • Uncapped bonuses and opportunities for ownership and profit-sharing.
  • A supportive and collaborative team environment that values your contributions and well-being.