Prospr Advisor - Core
Core
Provide holistic Life, Health, and Wealth solutions to new and existing clients via phone and digital tools to help them achieve financial security and healthier lives.
Role type
Client-facing insurance advisor (LLQP certified)
Builds
Tailored insurance and investment solutions for individual clients
Domain
Insurance and Financial Services
Deliverable
client delivery
Required skills
Active listening, solution-oriented communication, relationship building, problem solving, adaptability
Preferred skills
LLQP certification, blended/outbound call center experience, Salesforce.com proficiency, digital tool usage
Technologies
Salesforce.com
Responsibilities
Proactively call and take calls from new and existing insurance clients; Engage with individual insurance clients over the phone and through digital tools to identify needs; Assess clients' financial needs and recommend appropriate insurance solutions; Conduct investment risk assessments and provide aligned solutions; Work closely with Branch Manager and support teams to stay current on product and regulatory updates; Identify continuous improvement opportunities to enhance client experience.
Seniority
Individual Contributor, entry to mid-level