Insurance Advisor
FORTAX is seeking a qualified Licensed Insurance Advisor (LLQP). We are financial specialists that strive to create unique, comprehensive, and efficient financial solutions for our clients. We are a financial firm seeking to grow our advisory business. The FORTAX group offers Wealth Management, Tax Planning/Preparation/Advice, and Insurance services. We strive to make financial well-being a focus by channeling necessary resources into helping individuals increase their wealth- one person, one family, and one business at a time. We are looking for an individual passionate about raising the standard for financial management.
About the Role
We are looking for a candidate seeking new challenges. The ideal candidate will be eager to assist in providing exceptional services to clients. In addition, this position will direct, manage, and oversee all applications, while maintaining up-to-date awareness of emerging issues, preparing risk analysis, providing quotes and following up with clients, while achieving targe sales. The Advisor will be in charge of the current clients and prospecting for new clients.
Responsibilities
In addition to the goals mentioned above, the responsibilities of the Insurance Advisor include, but are not limited to:
- Create proper risk analysis for clients to evaluate their insurance needs
- Proactively develop strategies to reach target sales
- Assist the marketing team in providing insurance content for marketing strategies
- Perform various time-sensitive tasks such as quotes, application, client inquires
- Respond promptly to client inquiries
- Review, update and approve new client applications to ensure compliance with regulatory requirements
- Assist with the review and analysis of organic operating procedures and provide recommendations accordingly
- Contribute to the development of the firm
- Assist in insurance training for the team when applicable
- Be up to date with insurance products
- Be informed about insurance companies’ seminars
- Constantly create and facilitate appropriate business strategies as the markets, and the company evolve
Requirements
- 3+ years of previous experience in Insurance Industry
- LLQP
Knowledge, Abilities, and Skills
- Thorough knowledge of insurance product products along with their benefits, such as Life insurance, Disability, Critical Illness and Travel.
- Ability to act with thoughtfulness and good judgment while also maintaining confidentiality
- Maintain a friendly, confident, professional, and respectful demeanor
- Self-motivated with a drive to learn more about the current and future state of the industry
- Detail-oriented with an ability to analyze, collect, and disseminate information
- Proven ability to successfully review and challenge business, client, and risk management practices and outcomes with both an entrepreneurial and consumer experience mindset
- Ability to prioritize key deliverables, multi-task, and work well under pressure and deadlines
Job Type: Full Time
Compensation: Salary + Commission to be discussed based on experience.