Financial Services and Life Insurance Professional

Job Summary
We are seeking a dynamic and motivated Financial Services and Life Insurance Professional to join our team. This role involves providing clients with tailored financial solutions, including life insurance products, while delivering exceptional customer service. The ideal candidate will possess strong sales skills, excellent communication abilities, and a comprehensive understanding of insurance and financial services. This position offers an opportunity to grow within a reputable organization committed to helping clients secure their financial future.

Responsibilities

• Develop and maintain relationships with clients through outside sales efforts and community engagement
• Identify client needs and recommend appropriate life insurance and financial products
• Conduct thorough analysis of client financial situations to provide personalized solutions
• Manage sales administration tasks, including documentation and policy processing
• Negotiate terms and close sales effectively, ensuring client satisfaction
• Utilize marketing strategies to attract new clients and expand the customer base
• Provide ongoing customer service support, including benefits administration and policy updates
• Maintain compliance with industry regulations such as HIPAA and other privacy standards
• Engage in telemarketing activities to generate leads and schedule appointments
• Collaborate with team members to achieve sales targets and business growth objectives

Skills

• Proven experience in outside sales, retail sales, or insurance sales with a track record of success
• Strong negotiation skills to close deals effectively while maintaining client trust
• Excellent communication skills, both verbal and written, to explain complex products clearly
• Multilingual or bilingual abilities are highly desirable for serving diverse client populations
• Proficiency in sales administration, analysis skills, marketing strategies, and benefits administration
• Exceptional customer service skills with a focus on building long-term client relationships
• Ability to work independently and as part of a team in a fast-paced environment
• Knowledge of HIPAA regulations related to confidentiality and data security in insurance services

This role is ideal for individuals passionate about helping others achieve financial security through comprehensive insurance solutions. We welcome candidates who are proactive, detail-oriented, and eager to grow their careers in the financial services industry.

Job Types: Full-time, Contract, Permanent

Pay: $50,000.00 - $125,000.00 per year

Benefits:

• Flexible schedule

Education:

• High school or equivalent (Preferred)

License/Certification:

• Life & Health Insurance License (Required)

Ability to Commute:

• Lincoln, NE 68516 (Preferred)

Work Location: In person

Salary : $50,000 - $125,000