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The Insurance Planning Consultant is responsible for providing expert advice and strategic guidance to clients in the areas of insurance planning, risk management, and financial protection.
The consultant will also stay informed about industry trends, regulatory changes, and emerging products to deliver innovative and effective insurance planning strategies.
Benefits
Annual Base Salary Commission Bonus Opportunities
Paid Time Off (PTO)
Life Insurance
Career Growth Opportunities
Flexible Schedule
Disability Insurance
Parental Leave
Retirement Plan
Evenings Off
Hands on Training
Health Insurance
Dental Insurance
Tuition Reimbursement
Mon-Fri Schedule
Vision Insurance
Responsibilities
Assess and identify the wants and needs of your customer(s) over the phone.
Attend industry events to network and build relationships.
Develop and implement new marketing and sales strategies.
Participate in regular team meetings and brainstorming sessions.
Attend training and continuing education courses.
Handle customer renewals.
Requirement
Creating and maintaining a database of current and potential customers
Ability to achieve high sales targets
Proven track record of trustworthiness, dependability and ethical behavior
Must be coachable
Excellent communication skills : written, verbal, and listening
Must have strong interpersonal communication skills
Must be motivated and determined
Last updated : 2024-05-19
Full Time
$77k-109k (estimate)
05/21/2024
06/12/2024
The job skills required for Insurance consultant include Communication Skills, Interpersonal Communication, Listening, Planning, Risk Management, etc. Having related job skills and expertise will give you an advantage when applying to be an Insurance consultant. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Insurance consultant. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Insurance consultant positions, which can be used as a reference in future career path planning. As an Insurance consultant, 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 consultant. You can explore the career advancement for an Insurance consultant below and select your interested title to get hiring information.