Financial Services Consultant- Insurance
Core
Licensed consultant assisting Group Benefits members transitioning to individual plans by reviewing options and recommending health, dental, life, and critical illness insurance solutions.
Role type
Financial Services Consultant (Insurance)
Builds
Individual insurance plans for clients leaving employer benefit plans
Domain
Financial Services / Insurance
Deliverable
client delivery
Required skills
Active Life Insurance License (LLQP), inbound sales experience, phone/video consultation, needs analysis, relationship building
Preferred skills
2-3 years financial services sales experience, selling insurance products over the phone
Technologies
Video conferencing tools
Responsibilities
Receive inbound calls and transferred sales leads from Group Benefits members, provide consultation on insurance options, recommend solutions aligned to client needs, meet or exceed sales targets