Insurance Advisor

About the role

At Legacy Insurance, we strive to provide a customer-centric experience. We establish life-long relationships with our clients by having needs-based conversations in order to match our customers with the insurance products that best protect their legacy. Our team is composed of experts in the insurance industry.

Responsibilities

- Provide comprehensive insurance solutions tailored to individual client needs. - Conduct thorough needs assessments to identify appropriate insurance products. - Build and maintain strong relationships with clients through proactive communication. - Collaborate with other departments within the company to ensure seamless service delivery. - Stay updated on industry trends and regulatory changes to provide informed advice.

Requirements

- Bachelor’s degree in Business Administration, Finance, or related field. - Minimum 2 years of experience in the insurance industry. - Strong analytical and problem-solving skills. - Excellent interpersonal and communication skills. - Proficiency in Microsoft Office Suite.

Qualifications

- Demonstrated ability to build long-term client relationships. - Ability to work independently and manage multiple tasks simultaneously. - Strong attention to detail and organizational skills. - Flexibility to work occasional evenings and weekends as needed.

Skills

- Strong understanding of insurance products and regulations. - Excellent negotiation and sales skills. - Proficient in using CRM software and other relevant tools.

Benefits

- Comprehensive health insurance coverage. - Retirement plan options. - Paid time off and holidays. - Professional development opportunities.

Pay

$60,000.00 - $80,000.00 per year

Schedule

Full-time position.