Licensed Insurance Advisor: Growth & Flexible Hours

WizeHire, Inc; Wake Forest (NC); On-site; USD 65,000 - 75,000; Full time

Job summary

A leading insurance provider is seeking a motivated insurance advisor who excels in client communications and has strong organizational skills. The role involves developing risk management strategies, meeting potential clients, and maintaining client relationships. Candidates should possess an insurance license or commit to obtaining one, along with a high school diploma—Bachelor's degree is preferred. The position offers a competitive salary ranging from $65,000 to $75,000 per year, with opportunities for personal and professional growth.

Qualifications

• Must be licensed or willing to obtain an insurance license.
• Knowledge of insurance industry and related regulations is essential.
• Experience in accounting or sales lead software is beneficial.

Responsibilities

• Update bookkeeping systems and customer records.
• Develop and deliver risk management strategies for clients.
• Set meetings with new clients and present tailored insurance options.
• Maintain and grow existing portfolios through effective sales strategies.
• Monitor insurance claims to ensure mutual satisfaction.

Skills

Excellent organizational skills

Intuitive communication

Keen listening skills

Education

Bachelor’s degree preferred

High school diploma required

Tools

Microsoft Office suite

Sales lead software

Job description

A leading insurance provider is seeking a motivated insurance advisor who excels in client communications and has strong organizational skills. The role involves developing risk management strategies, meeting potential clients, and maintaining client relationships. Candidates should possess an insurance license or commit to obtaining one, along with a high school diploma—Bachelor's degree is preferred. The position offers a competitive salary ranging from $65,000 to $75,000 per year, with opportunities for personal and professional growth.