Insurance Advisor - Life, Health & Wealth
Core
Provide integrated life insurance planning and advice to existing networks and new client acquisitions, offering solutions based on client needs for life, health, and wealth products.
Role type
Accredited Insurance Advisor (Life, Health & Wealth)
Builds
Integrated insurance and financial advice solutions
Domain
Financial Services / Insurance
Deliverable
client delivery
Required skills
Business development, prospecting, client relationship management, digital literacy, goal-oriented sales mindset
Preferred skills
Insurance industry experience, CFP, CLU, CHS designations
Technologies
Salesforce
Responsibilities
Connect with clients to understand life events and offer comprehensive advice, develop and deepen client relationships using compliant tools, contribute to team sales success through individual goal achievement, increase external networks via market opportunities and referrals, review business results and adjust activities to meet targets
Seniority
Individual Contributor, sales-focused