• Benefits Advisor

  • NKH Insurance Agency
  • Chula Vista, California 91911 United States View Map

Summary

Connect with prospective clients virtually to assess their insurance needs and recommend suitable coverage. Maintain accurate client records while developing a book of business with access to multiple carriers, leads, technology, and mentorship. This remote, independent-contractor opportunity pays commission based on the business you produce.

Responsibilities

  • Connect with prospective clients interested in insurance solutions.
  • Meet clients by phone or video to understand their insurance needs.
  • Conduct needs-based conversations and recommend appropriate coverage.
  • Maintain organized and accurate client records.
  • Build relationships and develop a sustainable book of business.
  • Participate in mentorship, training, and team development.

Required Skills

  • Insurance needs assessment
  • Insurance product recommendations
  • Life insurance sales
  • Client relationship management
  • Prospecting and lead follow-up
  • Sales presentations
  • CRM technology
  • Client recordkeeping
  • Written communication
  • Verbal communication
Tracking.aspx?e7tcS78mH4zt5FBWyydlwQe

Job Description

Connect with prospective clients virtually to assess their insurance needs and recommend suitable coverage. Maintain accurate client records while developing a book of business with access to multiple carriers, leads, technology, and mentorship. This remote, independent-contractor opportunity pays commission based on the business you produce.

Responsibilities

  • Connect with prospective clients interested in insurance solutions.
  • Meet clients by phone or video to understand their insurance needs.
  • Conduct needs-based conversations and recommend appropriate coverage.
  • Maintain organized and accurate client records.
  • Build relationships and develop a sustainable book of business.
  • Participate in mentorship, training, and team development.

Required Skills

  • Insurance needs assessment
  • Insurance product recommendations
  • Life insurance sales
  • Client relationship management
  • Prospecting and lead follow-up
  • Sales presentations
  • CRM technology
  • Client recordkeeping
  • Written communication
  • Verbal communication
Tracking.aspx?e7tcS78mH4zt5FBWyydlwQe

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