Professional Insurance Consultant

1 week ago


Bluffton, South Carolina, United States Alchemy Financial Group Full time

About the Alchemy Financial Group

We are a growing financial services company seeking experienced insurance consultants to help us deliver exceptional results for our clients.

Job Description

The role of an Insurance Consultant involves working closely with clients to understand their unique needs and develop tailored solutions that meet their goals.

  • Evaluate client insurance needs, risks, existing coverage, long-term goals, and financial status to create a personalized experience.
  • Build strong relationships with clients through effective communication and trust-building.
  • Gather detailed information from clients to provide expert advice and guidance.
  • Ensure all documentation is up-to-date and accurate.
  • Deliver exceptional customer service while onboarding new clients and maintaining existing relationships.
  • Stay knowledgeable about our company's services and policies.

To be successful in this role, you should possess excellent communication skills, be coachable, detail-oriented, and a team player.

Key Responsibilities:

  • Insurance Needs Assessment
  • Client Relationship Building
  • Documentation Management
  • Customer Service
  • Policy Awareness

Requirements:

  • Must be at least 18 years old
  • Hold an active driver's license
  • Be coachable, detail-oriented, and a team player
  • Demonstrate excellent communication skills

Estimated Salary: $60,000 - $80,000 per year



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