About Us
Our mission is to educate beneficiaries about Medicare plans, Life Insurance, and wealth products, empowering them with the knowledge to make informed decisions, promote Value-Based Care, and improve their overall quality of life.
About the Role
Are you passionate about helping clients secure their financial future while maximizing potential for growth? As an Indexed Universal Life (IUL) Sales Agent, you will educate individuals and families on the benefits of IUL policies, offering tailored solutions to meet their financial goals. Your role is pivotal in guiding clients through the complexities of life insurance and wealth-building strategies.
Key Responsibilities
• Identify and assess client needs through in-depth consultations, focusing on long-term financial planning, retirement goals, and life insurance needs.
• Explain the benefits, features, and structure of Indexed Universal Life insurance policies, emphasizing cash value accumulation, tax advantages, and market-linked growth potential.
• Design and present IUL policy options tailored to individual financial objectives.
• Assist clients in managing and optimizing their IUL policies over time, ensuring they align with evolving financial goals.
• Adhere to all state and federal regulations governing life insurance sales. Maintain necessary licensing and continuing education requirements.
• Establish and maintain long-term relationships with clients to support their ongoing financial needs and provide exceptional service.
• Leverage company-provided leads, referrals, and personal networking to build a robust client portfolio.
Qualifications
• Active Life Insurance License in your residential state
• Minimum 1 year experience in life insurance sales, financial services, or a related field.
• Familiarity with Indexed Universal Life products, financial planning concepts, and tax-advantaged strategies.
Skills:
• Excellent interpersonal and communication skills.
• Self-motivated with a results-driven mindset
• Strong sales and negotiation abilities.
• Analytical thinking to assess client needs and recommend appropriate solutions.
• Familiarity using CRM systems, virtual meeting platforms, and digital tools for sales presentations.
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