Center For Wealth Preservation
Looking for a chance to achieve new career heights on a dedicated, compassionate team of successful insurance agents? Our insurance agency is expanding and needs the help of a life insurance agent to grow our list of prospective clients and onboard new clients. Our ideal candidate is great with people, a naturally talented salesperson, and harbors incredible customer-service skills and a passion for helping those in need. You’ll have an opportunity to help a thriving insurance team succeed and make a tangible difference in our clients’ lives every day. If this sounds like a job you’d love, apply today!
- Identify new client insurance needs, insurance risk, goals, current coverage, and financial situation by scheduling meetings for new customers, ensuring a personalized experience
- Grow new business by generating a prospective customer base and advertise our insurance products via networking, asking for referrals, cold calling, and other marketing strategies
- Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date
- Aid policyholders with the insurance claims process while supervising the progress of current insurance claims
- Provide warm and professional customer service while onboarding new clients and maintain existing clients, including booking appointments, inquiry response, insurance eligibility, claim submissions questions concerning billing and insurance policies
- Background in the health insurance or life insurance industries preferred
- Familiarity with the Microsoft Office suite
- High school diploma or equivalent required; Bachelor’s degree preferred
- Client service experience as a sales representative a plus
- Active Life & Health insurance license is a strong bonus
$50,000 - $60,000 yearly
About Center For Wealth Preservation
The Center for Wealth Preservation was founded with the mission of assisting clients in every aspect of their financial lives. We provide the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. For each client, we strive to help create financial stability and security for a life of greater confidence, choice, and freedom.
Who knew a day at the office could be so rewarding? Anyone will tell you if there’s honor in what you do, it can make a world of difference. Our Financial Services Professionals take pride in their credibility as trusted business professionals who help others.
We have 5 areas of practice specialization:
- Business Solutions
- Education Planning
- Estate Planning
- Retirement Planning
- Special Needs Planning