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Sr. 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
- 10+ years of work experience with at least 3+ years 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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