Life Insurance Agent
: Job Details :

At Secure Financial Partners, we are responsible for helping clients select and purchase life insurance policies that meet their financial needs and goals. We are a team that grow together, learn together and have fun together. We are looking to partner with like-minded individuals that are licensed and non-licensed that care about the needs of others. Our key duties include:1.) Client Consultation: Assess clients' insurance needs by conducting detailed interviews and evaluating their financial status and goals.2.) Product Knowledge: Stay informed about various life insurance products, policies and industry regulations to provide accurate and relevant advice. 3.) Policy Recommendation: Recommend suitable insurance policies based on clients' and needs, explaining policy details, benefits, and cost. 4.) Application Process: Gather correct information from clients to complete their insurance applications and submit it to the carrier while with the client.5.) Ongoing Service: Provide ongoing support to clients, inclusing policy reviews, updates, and addressing any questions or issues. 6.) Compliance: Ensure all activities comply with industry regulations and company policies, including maintaining accurate records and documentation.Skills needed for the role include strong communication, interpersonal, and sales abilities, have transportation, along with eager to learn about financial planning and insurance products.