Life Insurance Specialist
3 days ago
About Alchemy Financial Group
Company OverviewWe're a leading provider of financial services, dedicated to helping our clients achieve their goals. Our team is comprised of experienced professionals who are passionate about delivering exceptional service and results.
Job SummaryWe're seeking a skilled Life Insurance Specialist to join our team. As a Life Insurance Specialist with Alchemy Financial Group, you'll be responsible for selling policies to clients, handling claims, and maintaining all client records. You'll work closely with our marketing team to identify opportunities to sell life insurance and develop strategies to meet sales targets.
Your primary goal will be to provide excellent customer service and build long-term relationships with our clients. To achieve this, you'll need to have superb communication and negotiation skills, as well as the ability to analyze complex data and make informed decisions.
In addition to your technical skills, you'll also need to possess strong organizational and time-management skills, as well as proficiency in Microsoft Office Suite. A bachelor's degree in business, economics, or a related field is preferred, but not required.
Responsibilities- Identify opportunities to sell life insurance to clients and develop strategies to meet sales targets.
- Sell policies to clients and handle claims in a timely and efficient manner.
- Maintain all client records, including policy details and correspondence.
- Work closely with our marketing team to identify opportunities to sell life insurance.
- Develop and implement plans to retain clients and increase sales.
- Analyze complex data and make informed decisions to drive business growth.
- Bachelor's degree in business, economics, or a related field (preferred).
- 2+ years experience in sales, preferably in the insurance industry.
- Excellent customer service skills.
- Superb communication and negotiation skills.
- Strong organizational and time-management skills.
- Proficiency in Microsoft Office Suite.
$60,000 - $80,000 per year.
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