BBI Financial Services
We are looking to expand our final expense division to meet the demands of our rapidly expanding clientele base. BBI is looking for a self-motivated, driven individual, looking to build a long-term career in the financial services industry. Our ideal candidate would have previous knowledge of the final expense industry and be looking to make 85k-100k in commission-based pay while building an expanding clientele base and providing financial guidance to their community and across the nation.
Responsibilities
- Evaluate new clients insurance needs, insurance risk, existing coverage, long-term goals and financial status through consultations to create a tailored experience that exceeds expectations.
- Expand our prospective customer base and market our insurance products via qualified leads, networking, referrals, and various market strategies to bring new business.
- Process current policyholders' insurance claims well monitoring the status of existing insurance claims.
- Insured all contracting paperwork is up-to-date while maintaining database records and bookkeeping.
- Provide warm and professional customer service while onboarding new clients and maintaining existing clients to include bookkeeping, appointments, inquiry response, insurance eligibility, claim submission questions concerning bills and insurance policies.
Qualifications
- Client service experience as sales representative preferred
- Background in health insurance or life insurance industries preferred
- High school diploma or equivalent required
- Strong, self-motivated, interpersonal and communication skills are a must!
Compensation
$85,000 - $100,000
About BBI Financial Services
BBI Financial Services is a driven team of dedicated professionals. We believe that your career is what you make it and we aim high. We are looking to expand by working with like-minded individuals interested in a successful long-term career in the financial services industry. We develop together and we succeed together.