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Insurance Advisor

New York City, NY | Full-timeAbout this positionEngage with our customers to provide them and their families with the financial protection that they need. Educate them about the available products and tailor a solution to their unique situation. Provide guidance about the insurance buying process to ensure smooth movement from application through policy acceptance.Duties & Responsibilities
  • Provides excellent customer experience, while communicating with customers via phone, as well as other communication modes
  • Assists our customers in the selection of and application for individual life insurance products
  • Effectively documents and provides accurate details to the insurance carriers and internal team members
  • Strives to exceed sales goals and is constantly honing their sales techniques
  • Is a team player, willing to assist in cross functional projects and excited about being part of a growing startup
  • 5+ years of work experience with at least 1 year of successful experience selling life insurance
  • Holds an active Life, Accident & Health Insurance Agent or Broker License
  • Excellent product knowledge surrounding individual life insurance policies
  • Effective communicator both verbally and in writing
  • Highly organized
  • Comfortable with technology
  • Strong ethical conviction
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