ShieldPoint Insurance · 1 day ago
Insurance Advisor
ShieldPoint Insurance Advisors specializes in providing tailored insurance and risk management solutions to individuals and businesses. The Insurance Advisor will work closely with clients to assess their insurance needs, provide tailored recommendations, and offer strategic risk management solutions.
Insurance
Responsibilities
Prospecting
Outside sales
Business development
Consulting with clients
Preparing customized insurance plans
Maintaining strong customer relationships
Providing excellent customer service throughout the client journey
Qualification
Required
No insurance experience
Experienced in business development, sales, or consulting
Exceptional Customer Service and Communication skills
Ability to analyze clients' needs to offer suitable insurance solutions
Self starter and motivated and disciplined for constant growth
A proactive mindset towards problem-solving and building strategic relationships
Preferred
Relevant certifications or licenses in insurance or finance are a plus
Company
ShieldPoint Insurance
At ShieldPoint Insurance Advisors, we provide comprehensive risk management and tailored insurance solutions for those who are building a legacy and seeking a trusted advisor to guide them.
Funding
Current Stage
Early StageCompany data provided by crunchbase