What are the responsibilities and job description for the Life Insurance Specialist position at Gaviria Life Insurance Solutions?
Gaviria Life Insurance Solutions, led by Kevin Gaviria, focuses on helping New Jersey families and high earners grow and secure their wealth using max-funded IULs & indexed annuities. As a passionate advocate for legacy protection and career growth, Kevin offers complimentary consultations to assist clients in their financial planning. Our services are designed to ensure financial security and effective legacy planning.
This is a full-time, on-site role located in Rahway, NJ. The Life Insurance Specialist will be responsible for meeting with clients to discuss their financial goals, recommending suitable insurance products, processing policy applications, and providing excellent customer service. Day-to-day tasks include identifying client needs, preparing financial plans, conducting policy reviews, and ensuring client satisfaction.
- Insurance Sales and Sales skills
- Customer Service skills
- Finance and Insurance knowledge
- Excellent interpersonal and communication skills
- Ability to work independently and collaboratively with a team
- Experience working in the financial or insurance industry is a plus
- Bachelor's degree in Finance, Business, or related field
- Relevant certifications and licenses (e.g., NJ DOI) are beneficial