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ID-Boise Insurance Advisor

BoiseOn-siteFull-time

AI Summary

Insurance advisor who evaluates client coverage, recommends solutions, implements marketing strategies, and nurtures client relationships while ensuring regulatory compliance.

About this role

Overview

Grit 💥 Drive 💥Empathy 💥Energy 💥– are these your super powers? Because this describes the culture at Legacy - backed by American Senior benefits.

American Senior Benefits, a leading insurance marketing group, provides extensive support, competitive compensation, diverse products, comprehensive training, and effective marketing resources to our agent partners. Emphasizing our commitment to customer relationships and ethical practices, we prioritize integrity in all our interactions.

Join us, and be a force for good in your community.

Responsibilities

➡Implement our tested marketing strategies.

âž¡ Evaluate current coverage and make recommendations.

âž¡ Use our systems to find and place the best solutions for your clients.

âž¡ Work alongside clients to deliver risk management strategies to help protect their retirement.

âž¡ Nurture your relationships with existing clients.

âž¡ Partner with a team to support your community.

➡Maintain all insurance documents and records in compliance with state and federal regulations.

➡Remain up to date on all industry information.

Benefits

Flexible Schedule, Hands-on Training, Career Growth Opportunities, Mon-Fri Schedule, Unlimited Earning Potential

Uncapped Bonuses, Ownership, Legacy Building Opportunities

Qualifications

Core Competencies:

  • Customer Service Aptitude
  • Reliability
  • Empathy
  • Critical ThinkingSkills, Knowledge, & Abilities:
  • Professional customer service aptitude
  • Basic conflict resolution skills
  • Effective verbal and written communication
  • Active listening skills
  • Demonstrated ability to multitask
  • Ability to navigate system tools to search for answers & information
  • Demonstrated ability to utilize computer systems/data systems
  • Ability to solve complex situations with limited information
  • Questioning and deductive reasoning skills

Requirements and skills

  • Sales or customer service experience is advantageous
  • Proficient in financial analysis and regulatory compliance
  • Proficiency in MS Office and CRM systems
  • Attention to detail and strong math skills
  • Strong ethics, with a customer-oriented attitude
  • Outstanding communication skills, and the ability to foster long-term relationships
  • Valid professional licensing

Compensation

USD $61,000.00 - USD $101,000.00 /Yr.

Skills

Active ListeningAttention To DetailConflict ResolutionCRM SystemsDeductive ReasoningFinancial AnalysisMath SkillsMicrosoft OfficeMultitaskingRegulatory ComplianceVerbal CommunicationWritten Communication

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