Insurance Specialist
Dallas, Texas, United States of America
Full Time
1 hour ago
H1B Sponsor
Key skills
Sales
About this role
Role Overview
- Sell insurance to new and existing retail clients
- Service the needs of existing accounts
- Provide professional advice and insurance solutions to retail clients
- Develop proactive referral relationships with Retail Investment Executives and other Retail staff
- Establish and implement sales plans with the Insurance Company partner Wholesalers
- Work with the GA and Retail sales team to manage cases through the application and underwriting process
- Present policy review solutions to clients
- Manage and conduct client seminars in partnership with Insurance Company Wholesalers
Requirements
- 7+ years industry experience
- Securities Industry Essentials
- Series 7 or 6
- Appropriate state resident insurance licenses for Life, Health, Long Term Care, and Variable Annuity certification
- College Degree
- MDRT Qualification History
- Professional Designations like CLU, CFP, ChFC highly desirable
Benefits
- Health insurance
- 401(k)
- Professional development opportunities
- Comprehensive benefits programs
- Incentive compensation based on performance