Holistic Insurance Advisor

SECU; Greenville (NC); Presencial; USD 45 000 - 75 000; Tempo integral

Resumo da oferta

SECU is seeking an Insurance Specialist I to deliver life, personal lines, and annuity insurance solutions to members at SECU locations. You will engage colleagues across departments to foster effective referrals and ensure members receive holistic financial planning support.

Travel within the assigned region is expected to support branch offices and enhance service delivery. Ideal candidates have at least 2 years in insurance sales and service, plus active North Carolina licenses in Life and

Qualificações

• 2 years of insurance sales and service experience or related financial services experience.
• Active North Carolina Life and Personal Lines or Property & Casualty licenses required.
• Industry designations (ALMI, cic, CFP) preferred.

Responsabilidades

• Provide comprehensive life/personal lines insurance and annuity contract delivery to members.
• Leverage SECU tools, marketing campaigns, lead platforms, and branch visits to meet insurance productivity benchmarks.
• Collaborate with other specialists to handle complex scenarios and ensure holistic member needs are met.
• Assess member needs and deliver insurance solutions per established systems and carrier requirements.
• Serve as a trusted insurance resource and share feedback with leadership.
• Build referral networks across all business lines to meet member insurance needs.

Conhecimentos

Insurance product knowledge

Relationship building

Sales & service drive

Formação académica

Active NC Life and Personal Lines or Property & Casualty licenses

Industry designations (ALMI, CIC, CFP)

Ferramentas

Agency Management System

Descrição da oferta de emprego

SECU is seeking an Insurance Specialist I to deliver life, personal lines, and annuity insurance solutions to members at SECU locations. You will engage colleagues across departments to foster effective referrals and ensure members receive holistic financial planning support.

Travel within the assigned region is expected to support branch offices and enhance service delivery. Ideal candidates have at least 2 years in insurance sales and service, plus active North Carolina licenses in Life and