What are the responsibilities and job description for the Insurance Specialist position at Lotus Business Solutions?
Job Title: Life Insurance Agent
Job Summary: We are seeking a licensed Life Insurance Agent to join our team. The role involves providing expert advice to clients, serving as an intermediary between clients and insurance companies, and selling life insurance policies that provide financial security for beneficiaries. A successful candidate will maintain the existing client base and expand it through proactive marketing, social media, and other strategies. A top-notch Life Insurance Agent conducts needs analyses for every client to recommend the most suitable products.
Key Responsibilities:
- Provide advice to clients and recommend insurance products.
- Act as an intermediary between insurance companies and clients.
- Deliver exceptional customer service to retain existing clients.
- Expand the customer base through active marketing efforts.
- Interview prospective clients to gather personal and financial data.
- Sell life insurance policies that payout upon the insured’s death.
- Sell annuities that provide income at retirement.
- Analyze clients’ current portfolios and recommend appropriate solutions.
- Assist clients with claims processes to ensure smooth resolutions.
- Maintain accurate electronic and paper records of client interactions and transactions.
Qualifications and Requirements:
- Degree or diploma in financial services or a related field.
- Valid life insurance license in the state of operation.
- Accreditation with the Financial Industry Regulatory Authority (FINRA).
- Excellent communication and interpersonal skills.
- Strong analytical and problem-solving abilities.
- Exceptional customer service and relationship management skills.
- Proven selling and negotiation skills.
What We Offer:
- Competitive salary and commission structure.
- Opportunities for professional growth and development.
- Supportive team environment and resources for success.
- Comprehensive benefits package (if applicable).
If you are passionate about helping clients secure their financial futures and excel in a dynamic sales environment, apply now to join our team and make a meaningful impact!
Job Type: Full-time
Pay: $50,000.00 - $75,000.00 per year
Supplemental Pay:
- Commission pay
Work Location: On the road
Salary : $50,000 - $75,000
