Monarch Wealth · 13 hours ago
Life Insurance Specialist
Scottsdale, AZ
Full-time
Hybrid
New Grad, Entry LevelMonarch Wealth is committed to exceeding client expectations and assisting individuals in achieving their financial goals. The Life Insurance Specialist role involves building and maintaining client relationships, advising clients on life insurance products, and identifying opportunities for additional financial products.
Financial Services
Responsibilities
Building and maintaining client relationships
Advising clients on life insurance products to meet their needs
Identifying opportunities to offer additional financial products
Collaborating closely with insurance providers to deliver tailored solutions
Ensuring excellent customer service
Qualification
Required
Basic understanding of Finance to assist clients in making informed decisions
Strong Customer Service and communication skills
Licensing in Insurance or willingness to obtain required certifications
Self-motivated with the ability to work independently and as part of a team
Preferred
Previous experience in the insurance industry
Company
Monarch Wealth
Our mission is to exceed expectations and help you achieve financial goals.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase