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Insurance Broker

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The Guardian Financial Services

2024-11-05 15:39:20

Job location Ontario, Ohio, United States

Job type: all

Job industry: Insurance & Superannuation

Job description

Role Description:

This is a full-time remote role for a Life Insurance Broker at The Guardian Financial Services. The Life Insurance Broker will sell life insurance policies, provide financial advice, assist clients with retirement planning, and deliver excellent customer service.

Job Title: Financial Insurance Broker

Key Responsibilities:

Client Assessment:
Understand clients' financial needs and recommend suitable insurance products.

Product Research & Comparison:
Compare various providers' life, health, and other insurance products to find the best fit for clients.

Application & Processing:
Assist with policy applications and manage the underwriting process.

Client Relationship Management:
Provide ongoing support, including policy reviews, renewals, and help with claims.

Sales & Business Development:
Grow a client base through networking and referrals, achieving sales targets.

Skills & Qualifications:

License: Required in the region of operation.

Communication & Negotiation:
Clearly explaining policies and securing favorable terms.

Sales-driven: Goal-oriented with a focus on building lasting client relationships.

Compensation:
Commission-based.

The role involves providing clients with tailored financial insurance solutions and building long-term partnerships.

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