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SalaryWe are seeking a highly motivated and skilled Income Protection & PMI advisor to join our team. As an Income Protection Advisor, you will be responsible for analyzing market trends, providing exceptional customer service, and effectively communicating insurance options to clients. This is an excellent opportunity for individuals with strong sales and negotiation skills who are passionate about helping others protect their income.
Responsibilities:
- Analyze market trends and identify potential clients in need of Income Protection & PMI insurance
- Build and maintain relationships with clients to understand their insurance needs
- Educate clients on various insurance options and recommend suitable coverage plans
- Provide exceptional customer service by addressing client inquiries and resolving any issues or concerns
- Conduct telemarketing activities to generate leads and schedule appointments with potential clients
- Prepare and present insurance proposals to clients, explaining coverage details and benefits
- Negotiate insurance terms and premiums with clients to ensure a mutually beneficial agreement
- Assist with sales administration tasks, including maintaining client records and processing policy applications
Experience:
- Proven experience in insurance sales or a related field
- Excellent communication skills, both verbal and written
- Strong sales and negotiation abilities
- Bilingual in English and Spanish is a plus
- Proficient in using CRM software or similar tools to manage client interactions
Note: This job description is not intended to be all-inclusive. The employee may be required to perform other related duties as requested to meet the ongoing needs of the organization.
If you are a motivated individual with a passion for helping others protect their income, we encourage you to apply for the position of Income Protection Advisor. We offer competitive compensation and benefits packages, as well as opportunities for career growth within our organization.
