Job Closed!
Junior Advisor (Attractive Base Salary + Commissions)

Responsibilities:

1. Consultancy (40%)

Consult regarding health and life insurance plans with inbound leads who are contacting us to buy insurance, including:

• Initial consultation and needs analysis
• Use our proprietary system to make quotes
• Explain quotes, benefits and advise clients with recommendations
• Follow up until the deal is won or lost
• Coordinate sales sign-up, application forms, contracts and policy documents
• Find new business through your own efforts, in addition to leads given

2. Customer Service (30%)

Act as the main point of contact for clients when they have any questions or need help during the policy year. Delegate customer service issues to our in-house customer service department.

3. Customer Relationship Management (30%)

Use our CRM system to build and maintain relationships with clients, including:

• Use our CRM system to set tasks and reminders
• Policy administration for client’s next payments and renewals
• Introduce new products to our clients and ask for referrals