Sorry, this listing is no longer accepting applications. Don’t worry, we have more awesome opportunities and internships for you.

Financial Advisor

Sagient - A Subsidiary Mass Mutual

Financial Advisor

Irvine, CA
Full Time
Paid
  • Responsibilities

    Looking for a chance to achieve new career heights on a dedicated, compassionate team of successful insurance agents? Our insurance agency is expanding and needs the help of a life insurance agent to grow our list of prospective clients and onboard new clients. Our ideal candidate is great with people, a naturally talented salesperson, and harbors incredible customer service skills and a passion for helping those in need. You’ll have an opportunity to help a thriving insurance team succeed and make a tangible difference in our clients’ lives every day. If this sounds like a job you’d love, apply now! Responsibilities: • Determine new customers’ insurance needs, desires, insurance risk, prior coverage, and financial standing via booked consultations to ensure the best client experience possible • Grow new business by generating a prospective customer base and advertise our insurance products via networking, asking for referrals, cold calling, and other marketing strategies • Assist current policyholders during the insurance claims process while overseeing existing insurance claims • Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping • Address existing and prospective customer requests in a prompt and friendly matter, including booking new meetings and responding to inquiries regarding billing, eligibility, coverage, claims, and insurance policies Qualifications: • Previous health insurance or life insurance experience a plus • Candidates must have a high school diploma or GED; a Bachelor’s degree is a plus • Possesses outstanding interpersonal and communication skills • Skilled with Microsoft Office • Customer service or experience as a sales representative are highly valued Compensation: $80,000 - $110,000 at plan

  • Compensation
    $80,000-$110,000 per year