LIFE INSURANCE AND INVESTMENT AGENT
- Are you building a career in the insurance industry?
- Do you consider yourself a natural when it comes to client management and customer service?
- We’re searching for an enthusiastic finance graduate seeking to build a career in the financial services life insurance space.
- The selected candidate is expected to deliver informed and accurate advice on a wide variety of life and living benefit insurance products in a charismatic, helpful manner.
- Our team is growing, and this role offers significant opportunities for career advancement.
Responsibilities
- Manage relationships and deliver excellent customer service
- Explain how life insurance and related products work, and provide expert insurance advice and guidance to customers.
- Assist customers with our digital tools and walk them through the application and underwriting process.
- Help customers submit medical and non-medical forms and schedule appointments required to satisfy underwriting requirements.
- Regularly communicate with customers through various channels, including phone, email, web, and video chat.
- Demonstrate expertise in non-face-to-face carrier workflows, underwriting processes, and software tools.
- Act as the main channel of feedback between customers and product teams, to drive improvements to our process and technology.
Requirements
- Work experience or interest in life & living benefit insurance sales or service.
- Life insurance broker license or LLQP is helpful but not required; there must be an interest in obtaining a license which our team will help facilitate training and guidance for.
- Passion for customer service and the value of insurance.
- Excellent communication skills whether in-person, by email, or on phone calls.
- A deep love of technology and keeping a finger on the pulse of all things digital.
- Strong problem-solving skills and attention to detail.
- Must value ethics and integrity.
- Creativity and a natural inclination to think outside the box are highly valued skills on our team.
- Motivated to learn and grow professionally and contribute to the company’s growth and culture.
- Enjoy working on a team, but also self-motivated.
Job Type
Permanent: Part-time/Full-time
Salary
Commission only
