Client Services – Life Insurance

Do you have a desire to both collaborate for success as well as lead a sales organization? We are seeking a high-energy, self-starting individual who thrives in an entrepreneurial environment.  Rapidly-growing and innovative financial services/independent distribution company focusing on the sale of annuities, life insurance and other financial products is looking for talented, energetic, driven and entrepreneurial professional to join their team.

The Client Services – Life Insurance professional could be called a New Business Specialist or even Life Insurance Case Manager as it incorporates much of the same duties as these types of roles. As an energetic, results?oriented professional you will take individual ownership for delivery cycle?time, accuracy, and compliance standards on all new business applications as part of a high performance team of accountable, self?directed professionals.

Qualities, skills and abilities we seek:

• Someone who continuously demonstrates their ability to manage multiple, concurrent projects, often at various stages of succession.
• Superior communication skills and competency with programs like Microsoft Excel and Word, as
• well as data entry will all come in handy to help you hit the ground running.
• You’ll be in touch via phone and email with customers and employees, so great organizational
• and effective communication skills are a must.
• Prioritization and decision?making abilities will be called upon as you perform multiple tasks simultaneously.