Insurance Advisor (Levine Financial Group)
On-site
Core
Insurance Advisor specializing in physician insurance solutions, building sales and client relationships.
Role type
Insurance Advisor (Physician Market)
Builds
Physician insurance policies and client relationships
Domain
Insurance / Healthcare
Required skills
Sales, client relationship building, active listening, data entry, MS Office proficiency
Preferred skills
CFP, QAFP, CSC, CIM, CFA
Responsibilities
Proactively making outbound calls to physicians to convert leads, building rapport and trusted relationships with clients, meeting clients at their locations, following established procedures and entering data into systems, partnering with advisory services for cross-referral strategies (via careerplan.io/jobs/8573741002-insurance-advisor-levine-financial-group-at-nicolawealth)
Seniority
Mid-level, mentored IC