Prospera Core Partners ยท 3 hours ago
Insurance Agent
Prospera Core Partners is a pioneering insurance and financial services firm committed to securing long-term health, wealth, and legacy outcomes for individuals, families, and entrepreneurs. The Insurance Agent will focus on understanding clients' needs and offering tailored insurance and financial solutions.
Insurance
Responsibilities
Selling insurance policies
Managing client relationships
Providing consultations
Addressing inquiries to ensure customer satisfaction
Identifying new opportunities
Maintaining industry knowledge
Adhering to ethical sales practices
Delivering exceptional service quality
Qualification
Required
Proven skills in Insurance Sales, Insurance, and Insurance Brokerage
Understanding of financial products, services, and strategies, including Finance and financial planning
Excellent Customer Service skills and the ability to build long-term professional relationships with clients
Strong communication, organizational, and problem-solving skills
Licensing in relevant insurance products; additional certifications in financial planning are an advantage
Ability to work independently in a remote environment while meeting sales goals
Preferred
Prior experience in insurance or financial services
Company
Prospera Core Partners
Prospera Core Partners is a forward-thinking insurance and financial services firm built to deliver long-term health, wealth, and legacy outcomes for the individuals, families, and entrepreneurs we serve.
Funding
Current Stage
Early StageCompany data provided by crunchbase