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Advanced Life Insurance Broker

2 months ago


Waco, Texas, United States PR Financial Full time

About the Role

We are seeking an experienced and motivated Insurance Solutions Expert to join our team at PR Financial. As an Insurance Solutions Expert, you will have the opportunity to provide valuable advice and solutions to clients regarding their life insurance needs, helping to protect their loved ones and secure their financial future.

Key Responsibilities

  • Assess clients' needs and provide tailored life insurance solutions to meet their financial goals
  • Educate prospective clients about the benefits and importance of life insurance in their financial planning
  • Develop and implement effective strategies to generate leads and grow our client base
  • Build and maintain strong relationships with clients to ensure exceptional customer service and satisfaction
  • Conduct thorough and accurate risk assessments to identify potential risks and opportunities
  • Stay up-to-date with industry trends and changes in life insurance policies and regulations to provide expert advice
  • Collaborate with underwriters to negotiate and structure life insurance deals that meet our clients' needs

Requirements

  • Proven experience as a life insurance broker or sales professional
  • Deep understanding of life insurance products and policies, including term life, whole life, and universal life insurance
  • Excellent communication and interpersonal skills to build strong relationships with clients and colleagues
  • Strong sales and negotiation abilities to close deals and meet sales targets
  • Ability to work independently and as part of a team to achieve business objectives
  • Detail-oriented with strong analytical skills to identify opportunities and mitigate risks
  • Proactive and self-motivated to drive business growth and success
  • Valid insurance agent/broker license to operate in the industry