Financial Security Specialist
3 weeks ago
**Job Title:** Virtual Financial Advisor
About the Role:
We are seeking a highly skilled and experienced Virtual Financial Advisor to join our team at Team Ives. As a Virtual Financial Advisor, you will play a critical role in helping clients identify their insurance needs and providing personalized solutions to protect their financial security.
Key Responsibilities:
- Identify clients' insurance needs and provide expert advice on suitable policies.
- Sell insurance policies to individuals, families, and businesses.
- Build long-term relationships with clients through excellent communication and customer service skills.
- Work closely with clients to understand their unique circumstances and develop tailored insurance plans.
Requirements:
- Bachelor's degree in a related field (e.g., finance, business, or insurance).
- Minimum 2 years of experience in the insurance industry or a related field.
- Strong knowledge of insurance products and services.
- Excellent communication, sales, and interpersonal skills.
- Able to work independently and as part of a team.
What We Offer:
- Competitive estimated salary: $60,000 - $80,000 per year, depending on experience.
- A dynamic and supportive work environment.
- Opportunities for professional growth and development.
- A comprehensive benefits package.
About Us:
Team Ives is a leading provider of virtual insurance services. Our team is dedicated to delivering exceptional client experiences and building long-term relationships with our customers.
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