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As an insurance coverage advisor you will be responsible for selling insurance policies to clients, providing them with the necessary information to make informed decisions about their insurance needs.
You will identify potential clients, assess their insurance needs, and offer suitable insurance products. This role requires excellent communication skills, a proactive attitude, and a strong sales orientation to meet or exceed sales targets.
Benefits
Annual Base Salary Commission Bonus Opportunities
Paid Time Off (PTO)
Life Insurance
Career Growth Opportunities
Disability Insurance
Retirement Plan
Parental Leave
Flexible Schedule
Health Insurance
Hands on Training
Evenings Off
Tuition Reimbursement
Dental Insurance
Vision Insurance
Mon-Fri Schedule
Responsibilities
Key Responsibilities :
Sales and Business Development :
Generate leads through various methods, including networking, referrals, and marketing campaigns.
Schedule appointments and meet with potential clients to discuss their insurance needs.
Present and explain insurance products to clients, highlighting benefits and coverage options.
Customize insurance programs to suit individual client needs.
Achieve or exceed sales targets and quotas.
Client Relationship Management :
Build and maintain strong, long-term relationships with clients.
Provide ongoing support and service to clients, addressing their inquiries and concerns promptly.
Conduct regular reviews of clients' insurance policies to ensure they remain appropriate and cost-effective.
Product Knowledge and Education :
Stay informed about various insurance products, including life, health, property, casualty, and business insurance.
Keep up-to-date with changes in insurance regulations and industry trends.
Educate clients on the insurance policies they purchase and how these meet their needs.
Administrative Duties :
Prepare and submit insurance applications and policy renewals.
Maintain accurate records of client interactions and transactions.
Follow up with underwriters and provide necessary information for policy approval.
Ensure all documentation is complete and accurate.
Compliance and Ethics :
Ensure all sales activities comply with state and federal regulations and company policies.
Conduct business with the highest level of ethical standards and integrity.
Team Collaboration :
Work collaboratively with other team members and departments to ensure seamless client service.
Participate in team meetings and training sessions to enhance knowledge and skills.
Requirement
Qualifications :
Proficiency in using CRM software and Microsoft Office Suite.
Attributes : Self-motivated, goal-oriented, and able to work independently. Ability to build trust and rapport with clients.
High level of integrity and professionalism.
Last updated : 2024-05-19
Full Time
$94k-138k (estimate)
05/21/2024
08/19/2024
The job skills required for Insurance advisor include Insurance Sales, Networking, Customer Service, Insurance Products, Communication Skills, Goal Oriented, etc. Having related job skills and expertise will give you an advantage when applying to be an Insurance advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Insurance advisor. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Insurance advisor positions, which can be used as a reference in future career path planning. As an Insurance advisor, it can be promoted into senior positions as an Insurance Senior Broker that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Insurance advisor. You can explore the career advancement for an Insurance advisor below and select your interested title to get hiring information.
If you are interested in becoming an Insurance Advisor, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become an Insurance Advisor for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Insurance Advisor job description and responsibilities
Insurance advisor should stay up to date with the latest products and benefits and inform clients of these offerings.
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Insurance advisors complete a financial needs analysis with clients, which includes assets and liabilities, tax status, existing insurance and risk analysis.
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Insurance Advisor should offer specialized guidance and advice on areas of concern and empower people to live better lives.
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The advisor needs to have a thorough understanding of the various degree programs and the necessary classes for those programs.
03/31/2022: Kansas City, MO
Financial advisors need client relationship skills to attract new clients and retain the clients they already have.
02/21/2022: Orlando, FL
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Insurance Advisor jobs
Proofread all written communication.
02/22/2022: Colorado Springs, CO
Provide High-Quality Customer Service.
02/22/2022: Fresno, CA
Read the Offer Document Carefully.
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Complete requirements for licensure.
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Understand the General Requirements.
03/16/2022: Green Bay, WI
Step 3: View the best colleges and universities for Insurance Advisor.