Life Insurance Product Consultant - Remote

Overview

We are excited to offer an exceptional opportunity for an experienced product, planning and design expert in the Life Insurance profession. This professional will advise our clients on the best options, design, implement and analyze effective strategies that align with our clients’ goals.

In Short

• Support key external and internal clients.
• Conduct consultations with clients to understand their needs and goals.
• Analyze various life insurance policies for clients.
• Provide tailored recommendations on life insurance policies.
• Educate clients on life insurance benefits and features.
• Ensure compliance with regulatory requirements.
• Collaborate with advisors to integrate solutions.
• Stay updated with industry trends and regulations.
• Prepare for client meetings with necessary materials.
• Proactively manage client relationships.

Requirements

• Minimum 5+ years experience in insurance and financial services.
• Bachelor's Degree or equivalent experience.
• Strong analytical and problem-solving skills.
• Customer-focused with strategic thinking capability.
• Comprehensive understanding of life insurance products.
• Life and Health licenses are a plus.
• Expertise in relevant software and systems.
• Ability to maintain confidentiality.
• Enthusiastic approach to client service.
• Proven experience in relationship management.

Benefits

• Generous Paid Time Off and leave options.
• Employee referral bonus program.
• Professional growth and development opportunities.
• Unique benefits including Pet Insurance and Legal Planning.
• 401(k) matching and comprehensive medical insurance.
• Inclusive work culture with recognition programs.
• Charitable efforts and community involvement.
• Opportunity to work in a fast-paced, growth-oriented environment.
• Access to mentorship and leadership development programs.
• Supportive team environment fostering collaboration.