Crocker Financial Group, a leading financial services organization, is seeking a motivated and customer-centric Life Insurance Specialist to join our remote team. As a Life Insurance Specialist, you will play a crucial role in providing tailored life insurance solutions to our clients. This is an exciting opportunity for a dynamic and proactive individual who is passionate about helping individuals and families secure their financial futures.

• Conduct comprehensive client needs assessments to determine their life insurance requirements and financial goals.
• Educate clients on the various types of life insurance policies available, including term life, whole life, and universal life.
• Customize insurance solutions to meet clients' specific needs, considering factors such as coverage amount, premium affordability, and long-term financial planning.
• Guide clients through the application process, assisting with paperwork, underwriting requirements, and policy issuance.
• Develop and maintain strong relationships with clients, providing ongoing support and regular policy reviews.
• Stay up-to-date on industry trends, product offerings, and regulatory changes related to life insurance.
• Collaborate with cross-functional teams, including underwriters and customer service representatives, to ensure a seamless customer experience.
• Meet or exceed sales targets and key performance indicators, demonstrating a results-driven approach.
• Maintain accurate and organized client records using CRM software or other relevant systems.

• Proven experience as a Life Insurance Specialist, Life Insurance Agent, or similar role.
• In-depth knowledge of life insurance products, including term life, whole life, and universal life.
• Active life insurance license for the relevant state(s) or a willingness to obtain required licenses.
• Strong sales and customer service skills, with the ability to build rapport and establish trust with clients.
• Excellent communication and interpersonal skills, with the ability to explain complex insurance concepts in a clear and understandable manner.
• Self-motivated and proactive, with the ability to work independently and remotely.
• Proficient in using insurance quoting systems, CRM software, and other relevant technology tools.
• Availability for occasional travel or virtual meetings, as needed.

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.