Insurance Advisor jobs in United States
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ShieldPoint Insurance · 2 days 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

Business developmentSales experienceConsulting experienceCustomer serviceCommunication skillsProblem-solvingProactive mindsetRelevant certificationsSelf-starter

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

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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 Stage
Company data provided by crunchbase