5 часов назад
Producer - Life Advisor - Frost Insurance Agency (Life Insurance)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Producer - Life Advisor - Frost Insurance Agency (Life Insurance): Selling and advising on life insurance coverage for clients and prospects with an accent on lead screening, needs assessment, proposals, and relationship building. Focus on developing new business, recommending coverage solutions, closing sales, and resolving client service issues.
Location: Austin, TX — Main Office
Company
provides banking, investment, and insurance services to businesses and individuals throughout Texas and is one of the 50 largest U.S. banks by asset size.
What you will do
- Screen leads and meet with clients and prospects to assess life insurance needs and financial situations.
- Identify new business opportunities and provide life insurance quotes.
- Recommend coverage solutions and develop formal proposals detailing coverage, limits, deductibles, and related information.
- Collaborate with agency colleagues to finalize submissions and identify suitable insurance markets.
- Discuss proposals, renewals, and coverage details with clients while helping resolve claims and service issues.
- Maintain production reports, attend sales meetings, promote life insurance in the community, and stay current on products and industry developments.
Requirements
- 2+ years of experience in advanced life insurance sales.
- Texas General Lines Agents License: Life, Accident, or Health required.
- FINRA Series 66, or FINRA Series 63 and 65, required.
- Excellent written and verbal communication, organization, and relationship-building skills.
- Proven ability to pursue and close sales.
- Proficiency with Microsoft applications.
Nice to have
- FINRA Series 7.
Culture & Benefits
- Medical, dental, vision, long-term disability, and life insurance.
- 401(k) matching.
- Generous holiday and paid time off schedule.
- Tuition reimbursement.
- Health and wellness programs, including an Employee Assistance Program.
- Referral bonus program.
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