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One Apex

Insurance and Investment Agent

Early Applicant
  • 27 days ago
  • Be among the first 50 applicants

Job Description

1. Position Summary

We are seeking a dynamic and motivated individual to join our team as a Life Insurance and Investment Agent. In this role, you will be responsible for building and maintaining strong client relationships, providing expert financial advice, and selling life insurance and investment products.

2. Role Description

  • Client Acquisition: Proactively seek out and engage potential clients through networking, referrals, and other effective prospecting techniques.
  • Financial Needs Assessment: Conduct comprehensive financial needs assessments to identify clients specific goals and objectives.
  • Product Presentation: Clearly and persuasively present a range of life insurance and investment products, explaining their benefits and features.
  • Sales and Closing: Effectively close sales and ensure smooth policy issuance and investment account setup.
  • Client Relationship Management: Build and maintain strong, long-lasting relationships with clients through regular communication and excellent service.
  • Compliance: Adhere to all regulatory requirements and company policies and procedures.
  • Professional Development: Continuously develop your knowledge and skills through training and certifications.

3. Benefits

  • Uncapped Earning Potential: Commission-based compensation with the opportunity to earn substantial income.
  • Flexible Work Arrangements: Enjoy the flexibility of managing your own schedule.
  • Comprehensive Training and Support: Receive ongoing training and mentorship from experienced professionals.
  • Advancement Opportunities: Progress your career within the company and achieve leadership positions.
  • Incentive Programs: Participate in exclusive incentive programs, including travel and rewards.
  • Health and Wellness Benefits: Access to health insurance and wellness programs.

If you are a highly motivated individual with a passion for helping people secure their financial future, we encourage you to apply. Please submit your resume and cover letter to [Email address].

More Info

Industry:Insurance

Function:Finance

Job Type:Permanent Job

Skills Required

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Date Posted: 28/10/2024

Job ID: 98339065

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