Drive results as an Estate Insurance Associate focused on sales support and customer satisfaction. Join a collaborative team to enhance client experiences and retention.
In this role, you will provide essential sales support while ensuring the book of business is adequately developed. Your strong knowledge of life insurance and investment products will help you deliver exceptional client experiences. Engage with stakeholders and organize information effectively to support business objectives.
Key Responsibilities:
• Provide sales support to improve results
• Ensure development of the book of business
• Deliver exceptional customer service
• Organize work effectively for accuracy
• Analyze issues and recommend solutions
Requirements:
• 2-3 years of relevant experience
• Life Insurance License is required
• Knowledge of insurance and estate principles
• Strong communication and organization skills
• Basic knowledge of compliance rules
This role o...