TX-San Antonio Insurance Advisor

AMERICAN SENIOR BENEFITS LLC

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

Qualifications

  • Strong customer service skills focused on relationship building
  • Reliability and empathy
  • Critical thinking and problem-solving abilities
  • Experience in sales or customer service preferred
  • Proficiency in MS Office and CRM systems
  • Valid professional licensing required

Responsibilities

  • Implement tested marketing strategies
  • Evaluate current client coverage and make recommendations
  • Utilize systems to identify and place optimal solutions for clients
  • Collaborate with clients on risk management strategies
  • Nurture existing client relationships
  • Partner with a team to serve the community
  • Maintain compliance with insurance document regulations
  • Stay updated on industry information

Benefits

  • Flexible schedule
  • Hands-on training
  • Career growth opportunities
  • Monday to Friday work schedule
  • Unlimited earning potential
  • Uncapped bonuses
  • Opportunity for ownership
  • Chance to build a lasting 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:

  • Strong customer service skills with a focus on building lasting client relationships
  • 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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