Licensed Life Insurance & Estate Planning Advisor

Kestra Technologies; Paris; Sur place; EUR 50 000 - 70 000; Plein temps

Avantages offerts par ce poste

401(k) match with Safe Harbor

Profit Sharing Plan

Paid Time Off

Health, Dental and AD&D Insurance

Group voluntary Vision, Life and Disability Insurance

Résumé du poste

Kestra Technologies is looking for a licensed professional to join its Estate Planning and life insurance team in Paris, France. The ideal candidate will possess strong interpersonal skills and a thorough understanding of the life insurance and estate planning industry.

This role involves cultivating client relationships, conducting insurance reviews, and developing new business opportunities. Competitive compensation, including a salary plus commission structure, is offered.

Qualifications

• 2+ years of relevant industry experience.
• Current Florida 2-14/15 Life and Variable annuity license.
• Knowledge of estate planning and case design preferred.

Responsabilités

• Cultivate new relationships and a pipeline of prospective clients.
• Conduct insurance reviews for an existing book of over 1K policies.
• Develop campaigns to result in new insurance contracts.

Connaissances

Customer service skills

Relationship building

Sales focus

Time management

Formation

Bachelor’s degree in related field

Outils

Microsoft Office

CRM software

Description du poste

Kestra Technologies is looking for a licensed professional to join its Estate Planning and life insurance team in Paris, France. The ideal candidate will possess strong interpersonal skills and a thorough understanding of the life insurance and estate planning industry.

This role involves cultivating client relationships, conducting insurance reviews, and developing new business opportunities. Competitive compensation, including a salary plus commission structure, is offered.