Life Insurance Broker Specialist

$51,560 - $180,225/Yr

Diamond Financial Group - Salinas, CA

Part-time,Full-time - Entry Level

Remote - Salinas, CA

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Life Insurance Broker Specialist at Diamond Financial Group is responsible for providing exceptional life insurance planning services to clients. This role involves assessing clients' insurance needs, developing tailored insurance strategies, and offering ongoing support to ensure clients are adequately protected. The specialist will work closely with clients to build trust and deliver clear, comprehensive advice, contributing to their long-term financial peace of mind.

Responsibilities

• Developing personalized insurance plans tailored to clients' needs and objectives.
• Conducting thorough financial analyses to assess clients' current insurance situations.
• Maintaining and nurturing client relationships to ensure long-term success.
• Staying up-to-date with industry trends, market changes, and regulatory requirements.
• Collaborating with other financial professionals to provide comprehensive services.

Requirements

• Valid Life, Health & Accident Agent License required.
• 3+ years of insurance experience in a client-facing role.
• Proficiency with insurance planning and reporting software.
• Advanced computer and overall technology skills.
• Excellent communication skills, with the ability to explain complex financial concepts simply.
• Demonstrate ability to maintain effective working relationships with clients.
• Excellent oral and written communication skills.
• Ability to manage multiple client relationships and prioritize effectively.
• Advanced working knowledge of Microsoft Office Suite (Outlook, Excel, Word, PowerPoint).
• Strong networking abilities to cultivate and expand client relationships.

Nice-to-haves

• Financial Software Proficiency
• Advanced Investment Expertise
• Comprehensive Tax Knowledge
• Psychological Insight and Empathy
• Team Collaboration and Leadership
• Strong Communication and Interpersonal Skills
• Adaptability and Resilience
• Strategic Thinking and Vision
• Fluency in Multiple Languages

Benefits

• Commission-based earning structure with unlimited potential.
• Flexible work arrangements.
• Comprehensive support and industry-leading tools.
• Incentives through the Referral Program.