IA-Waterloo Insurance Advisor

AMERICAN SENIOR BENEFITS LLC

• $61K — $101K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years experience in sales or customer service preferred
  • Ability to analyze financial data and adhere to regulations
  • Proficient in MS Office and CRM software
  • Strong attention to detail and proficient math skills
  • Valid professional licensing required

Responsibilities

  • Implement tested marketing strategies to enhance client coverage
  • Evaluate current client coverage and make strategic recommendations
  • Utilize company systems to provide best-fit solutions for clients
  • Collaborate with clients to develop effective risk management strategies
  • Cultivate and maintain strong relationships with existing clients
  • Work with a team to support community initiatives
  • Ensure all insurance documentation is compliant with state and federal laws
  • Stay informed on current industry trends and information

Benefits

  • Flexible schedule to enhance work-life balance
  • Hands-on training provided for skill development
  • Opportunities for career growth and advancement
  • Traditional Monday through Friday workweek
  • Unlimited earning potential through uncapped bonuses
  • Opportunity for ownership and to build a personal legacy
Full Job Description
Responsibilities

Implement our tested marketing strategies.

Evaluate current coverage and make reccomendations.

Use our systems to find and place the best solutions for your clients.

Work alongside clients to deliver risk management strategies to help protect their retirement.

Nurture your relationships with existing clients.

Partner with a team to support your community.

Maintain all insurance documents and records in compliance with state and federal regulations.

Remain up to date on all industry information.

Benefits

#Flexible Schedule #Hands on Training #Career Growth Opportunities #Mon-Fri Schedule # Unlimited Earning Potential

#Uncapped bonuses #Ownership #Build a legacy

Qualifications

Core Competencies:

  • Customer Service Aptitude
  • Reliability
  • Empathy
  • Critical Thinking
    Skills, Knowledge, & Abilities:
  • Professional customer service aptitude
  • Basic conflict resolution skills
  • Effective verbal and written communication
  • Active listening skills
  • Demonstrated ability to multitask
  • Ability to navigate system tools to search for answers & information
  • Demonstrated ability to utilize computer systems/data systems
  • Ability to solve complex situations with limited information
  • Questioning and deductive reasoning skills

Requirements and skills
  • Experience in sales or customer service is an asset
  • Ability to analyze financial information and comply with regulations
  • Proficiency in MS Office and CRM systems
  • Attention to detail and strong math skills
  • Strong ethics, with a customer-oriented attitude
  • Outstanding communication skills, and the ability to foster long-term relationships
  • Valid professional licensing


Compensation

USD $61,000.00 - USD $101,000.00 /Yr.

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