The Semler Agency SFG ยท 1 day ago
Financial Security Advisor - No Experience Needed
United States
Full-time, Part-time
Remote
New Grad, Entry LevelThe Semler Agency SFG is seeking a Financial Security Advisor to assist customers in selecting appropriate insurance coverage tailored to their needs. The role focuses on building strong customer relationships, providing expert advice, and ensuring customer satisfaction.
Insurance
Responsibilities
Communicate with customers via phone, email, or online chat to understand their insurance needs and provide suitable recommendations
Educate customers on various insurance products, coverage options, and policy terms
Collaborate with the underwriting team to evaluate and assess risk factors for policy approvals
Maintain accurate customer records and update insurance policies as necessary
Keep up-to-date with industry trends and insurance regulations to provide accurate and relevant information to customers
Attend weekly training calls to increase product knowledge and improve sales skills
Qualification
Required
Strong knowledge of insurance products, coverage options, and policy terms
Excellent communication and interpersonal skills, with a customer-centric approach
Ability to work independently and manage time effectively in a remote work environment
Proficiency in using insurance software and customer relationship management (CRM) systems
Relevant Life and Health insurance license or the willingness to obtain one
Company
The Semler Agency SFG
At Semler Agency, we help individuals and families find peace of mind through customized insurance protection, while mentoring mission-minded professionals to build profitable, remote-friendly careers in the financial services space.
Founded in 2022
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase