Insurance Specialist Job Posting

Insurance Specialist at Lederle Family Enterprises Inc

Company: Lederle Family Enterprises Inc

Industry: Financial Services

Skill Level: Entry Level

Position Type: Contract/Temporary (DOE)

Location: Fully remote

Job Description

You will help clients create a financial plan that will include insurance, investments, and other products that will assist them in achieving their financial goals. As an Insurance Specialist, your main responsibilities will include:

• Assisting clients in choosing a life insurance plan that suits their needs, including term insurance.
• Analyzing clients' financial situations and providing appropriate recommendations.
• Educating clients about different insurance options and their benefits.
• Collaborating with other team members to develop comprehensive financial plans.
• Reviewing and updating clients' insurance policies regularly.
• Providing exceptional customer service by addressing clients' inquiries and concerns.
• Maintaining accurate records of client interactions and transactions.

Requirements

• Life Licensed (a plus)
• Security Licensed (a plus)
• Must be over 18 years old
• Commission-based compensation
• Trustworthy and reliable
• Hard worker with excellent time management skills

Additional Information

We are seeking an individual with a strong passion for assisting clients in achieving their financial goals. Previous experience in accounting and administrative roles is preferred but not required. This is a fully remote position, allowing you to work from the comfort of your own home. We offer competitive commission-based compensation.