About the Role
This position involves helping individuals understand and select appropriate life insurance products based on personal and financial circumstances. The advisor will evaluate client needs, present suitable plans, and provide ongoing support through the decision-making process.
Responsibilities
- Assist clients in evaluating life insurance needs based on personal and financial factors
- Explain policy types, coverage limits, premiums, and exclusions clearly
- Conduct client interviews to gather relevant health, family, and financial information
- Prepare customized benefit recommendations for individuals and families
- Maintain accurate client records and documentation
- Follow up with clients during application and underwriting stages
- Address questions about policy terms, claims processes, and beneficiary designations
- Stay current on product updates, regulations, and industry trends
- Coordinate with underwriters and claims departments as needed
- Ensure compliance with state licensing and ethical standards
- Participate in training sessions on new insurance offerings
- Support enrollment campaigns and community outreach events
- Meet performance goals related to client engagement and policy placement
- Use CRM tools to track client interactions and follow-ups
- Provide educational materials to help clients make informed decisions
Compensation
Competitive hourly rate based on experience
Work Arrangement
Hybrid remote and in-office schedule
Team
Collaborative small team environment with regular client-facing responsibilities
Our Philosophy
We believe every client deserves clear, honest advice when planning for the future. This role supports our mission by ensuring individuals understand how life insurance fits into their overall financial picture.
Growth Opportunities
Advisors who meet performance benchmarks may advance to senior advisory roles or take on mentorship responsibilities within the team.
Not available
