Walker Financial · 1 day ago
Life Insurance Specialist
Walker Financial is seeking a Final Expense Insurance Agent to join their team. In this role, you will be responsible for expanding the company’s book of business by selling various types of insurance policies to new and existing clients, while also managing client inquiries and ensuring compliance with insurance standards.
Responsibilities
Present and sell insurance policies to new and existing clients
Develop and calculate suitable plans based on clients' needs
Resolve client inquiries and complaints
Expand business reach through networking techniques
Comply with insurance standards and regulations
Track and identify areas of improvement
Qualification
Required
Previous experience in insurance, customer service, or other related fields
Ability to build rapport with clients
Strong negotiation skills
Excellent written and verbal communication skills
Ability to prioritize and multitask
Company
Walker Financial
A life insurance, Medicare and annuity specialist offering expert guidance to clients on complex financial products, including life insurance, annuity-based retirement planning, estate planning and Medicare options, to facilitate informed decision-making and navigate intricate financial landscapes.
Funding
Current Stage
Early StageCompany data provided by crunchbase