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LPA Team

INSURANCE ADVISOR

LPA Team Posted: 14 Month
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Description:

Our growing insurance company is currently searching for a highly-analytical and professional Insurance Agent to join our team. If you are a talented and sales-minded professional with a passion for the insurance industry, then we’re interested in you. Your goal as our Insurance Agent will be to generate new business by contacting potential customers and building lasting relationships.

An Insurance Advisor, also known as a Financial Advisor, provides financial advice to clients on retirement planning, education planning, and protecting against risks.

Insurance Advisor Responsibilities:

  • Meeting with clients.

  • Establish a collaborative relationship with prospective clients from various sources such as networking, cold calling, and referrals.
  • Offering specialized financial guidance and advice.

  • Completing financial needs analyses.

  • Creating and explaining customized plans.

  • Analyzing clients' risk.

  • Discuss and market insurance options that suit client needs.
  • Respond to clients’ insurance-related questions and issues.

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