Life Insurance Advisor - Needs-Based Client Solutions

Coulter Services; Aurora (CO); On-site; USD 60,000 - 90,000; Full time

Job summary

Coulter Services in Aurora, CO is seeking a proactive life insurance advisor to prospect and qualify leads, deliver needs-based consultations, and tailor suitable solutions for individuals and families.

You will educate clients on policy options, riders, and underwriting, guide them through the application and approval process, and provide ongoing reviews and beneficiary updates with responsive service. This role also focuses on building a long-term, referral-driven book of business.

Qualifications

• Strong ability to conduct needs-based consultations.
• Knowledge of life insurance policies, riders, underwriting, and the application process.
• Self-motivated and goal-oriented.
• Excellent client service with attention to detail.
• Desire to build a long-term referral-driven book of business.

Responsibilities

• Prospect and qualify leads.
• Educate clients on policy options, riders, and underwriting.
• Guide clients through the application and approval process.
• Provide ongoing policy reviews, beneficiary updates, and responsive client service.

Skills

Needs-based consultations

Life insurance knowledge

Lead generation

Client-focused service

Book of business development

Job description

Coulter Services in Aurora, CO is seeking a proactive life insurance advisor to prospect and qualify leads, deliver needs-based consultations, and tailor suitable solutions for individuals and families.

You will educate clients on policy options, riders, and underwriting, guide them through the application and approval process, and provide ongoing reviews and beneficiary updates with responsive service. This role also focuses on building a long-term, referral-driven book of business.