Quick Overview
Job Description
We are a growth, result and detail-oriented wealth management team looking for an individual who is committed to long term success, achievement and helping people!
Responsibilities will initially include:
- Preparing life, disability, and long-term care insurance quotes for clients
- Work with our firm’s resources to delegate such work and then proofread and verify for accuracy
- Phone conversations with clients to intake information, and then completing electronic applications and sending for signature
- Work with clients and paramedical vendors to schedule health exams
- Prepare presentations for client meetings
- Utilize Salesforce to track opportunities, relationships and activity
- Manage “mill”, cases in underwriting, in salesforce, adjusting time-frame expectations, interfacing with back office and insurance companies for updates, updating clients as to status.
We are looking for an individual with the following traits:
- Outgoing, comfortable on the phone (no cold calling)
- Strong customer service skills
- Energetic
- Organized
- Experienced in life insurance and salesforce
- Process driven
- Detail oriented
- Efficient
- Enjoys being a part of a team
- Able to multi-task
- Comfortable with strict deadlines and varying workload
This is a challenging role perfect for those passionate about helping people, hitting team goals, working hard, and being part of a growing organization. This individual understands the important and impact that proper protection planning makes for the families that trust us. This individual loves to be part of a team, have fun and contribute their ideas. This individual is ambitious and looking to grow as a member of the team for many years to come. As the role is mastered there is an opportunity for substantial income growth and other flexibility.
- Bachelor’s degree preferred; associate degree required
- Experience in Microsoft Office required (Excel/Word/Outlook)
- Life & Health license strongly encouraged
- Salesforce CRM experience ideal
Salary: $65,000 plus performance bonus- Up to 20% total bonus potential.
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance