Licensed Insurance Strategist
VirtualVocationsOntario, California, United Statesjob_description.job_card.1_day_ago
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- serp_jobs.job_card.full_time
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A company is looking for an Insurance Strategist to sell life, long-term care, and disability income insurance.
Key Responsibilities
Lead clients through discovery to identify needs and articulate solutions for insurance products
Manage daily activities, drive sales, and handle incoming calls from clients and advisors
Complete insurance applications and guide cases through the underwriting process
Required Qualifications, Training, and Education
Bachelor's degree or equivalent education and experience
Minimum 2 years of direct insurance selling experience or 3+ years in inside sales
Active Life and Health Insurance license required
Must possess and maintain appropriate FINRA registrations (e.g., Series 6 and 63)
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Licensed Insurance • Ontario, California, United States
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