Crocker Financial Group
Crocker Financial Group, a reputable and client-focused financial services organization, is seeking a motivated and customer-centric Insurance Solutions Advisor to join our remote team. As an Insurance Solutions Advisor, you will play a vital role in providing personalized insurance solutions to our clients. This is an exciting opportunity for a dynamic and proactive individual who is passionate about helping clients protect their financial well-being.
- Provide expert advice and guidance to clients on insurance products and solutions, including life, health, disability, and property insurance.
- Assess client needs and recommend tailored insurance coverage options to protect their assets, income, and loved ones.
- Develop and maintain strong relationships with clients, ensuring exceptional customer service and addressing any inquiries or concerns.
- Conduct thorough insurance policy reviews and identify opportunities to enhance coverage or provide cost-saving recommendations.
- Collaborate with insurance carriers to obtain quotes, process applications, and manage policy documentation.
- Stay up-to-date on insurance industry trends, regulations, and product offerings to provide accurate and relevant information to clients.
- Proactively follow up with clients to ensure their insurance coverage remains suitable and meets their evolving needs.
- Meet or exceed sales targets and key performance indicators, demonstrating a results-driven approach.
- Maintain detailed records of client interactions and insurance transactions using CRM software or other systems.
- Proven experience as an Insurance Sales Agent, Insurance Advisor, or similar role.
- In-depth knowledge of insurance products, including life, health, disability, and property insurance.
- Strong customer service and communication skills, with the ability to effectively explain complex insurance concepts to clients.
- Active insurance licensure for the relevant state(s) or a willingness to obtain required licenses.
- Self-motivated and proactive, with the ability to work independently and remotely.
- Excellent organizational and time management skills, with the ability to prioritize and manage multiple client relationships simultaneously.
- Proficient in using insurance quoting systems, CRM software, and other relevant technology tools.
- Availability for occasional travel or virtual meetings, as needed.
About Crocker Financial Group
Join our team at Crocker Financial Group and play a pivotal role in ensuring the success and satisfaction of our valued customers. Apply now and become part of a dynamic organization committed to customer engagement and excellence.