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Life Insurance Advisor

Company: SWBC
Location: San Antonio
Posted on: April 18, 2019

Job Description:

SWBC has been recognized as one of the Best Companies to Work for in Texas and has an exciting opportunity for the right individual to join an energetic and seasoned team, with an established and expanding national firm.Headquartered in San Antonio, SWBC is a diversified financial services company providing a wide range of insurance, mortgage, and investment services to financial institutions, businesses, and individuals. With offices across the country, SWBC is committed to providing quality products, outstanding service, and customized solutions in all 50 states. SUMMARYMarkets, prospects and sells multiple life insurance products and services such as life insurance, annuities, disability income and long-term care for insurance and financial planning needs. Responsible for developing own prospects and network using effective sales and marketing techniques such as leads, networking, telephone calls, networking events, trade shows, and other effective methods of prospecting.ESSENTIAL DUTIES

  • Identifies and solicits new prospects using established lead methods such as client introductions, networking, and the like to meet and/or surpass goals on an individual/team basis.
  • Provides prospects with product information, quotations, sales ideas and materials, advice and implementation solutions required to provide life insurance, annuities, disability income, and long-term care insurance and other products for insurance and financial planning.
  • Guides prospects through the client acquisition process by presenting creative solutions using advanced marketing concepts and sales techniques that address their needs.
  • Makes customer service a priority when dealing with new and existing clients. Follows established process to ensure excellent customer service is provided and solutions continue to meet client objectives.
  • Maintains current files on all new and existing customers who purchase insurance products as required by compliance per regulation and is necessary to provide continuity of service.
  • Completes and submits all client documents to back office for submission to providers and for compliance with regulatory books and records rules.
  • Collaborates with other SWBC advisors whose clients could benefit from insurance-based services.?MINIMUM REQUIREMENTS
    • Must have a Bachelor's Degree in Marketing, Business Administration, Finance, or related field.
    • Must have at least three (3) years in relevant life insurance and financial services or related experience. Experience wholesaling in financial services or life insurance preferred.
    • Must have thorough knowledge of life insurance, annuities, disability income, long-term care insurance and other life insurance/financial services product lines.
    • Thorough knowledge of advanced solutions such as retirement, charitable, estate planning or closely-held business planning is highly desired.
    • Must have advanced networking, marketing, and creativity skills and techniques as well as willingness to do joint work.
    • Must have excellent interpersonal and customer service skills to interact with clients.
    • Must be proficient with computer applications such as MS Word and Excel.
    • Must have working knowledge of general office equipment such as phone system, copier, scanner, and the like.
    • Life & Health, Series 6 & 63, CLU, ChFC, or CFP certifications preferred.
    • Must have a valid Texas Driver's License and good driving record.
    • Must maintain professional and technical knowledge by attending online webinars, seminars, business associations, or similar continuing education and professional designation programs.
    • Must be able to exhibit motivation by sales, recognition, and personal success.
    • Must be able to attend various networking functions which may include early mornings or late events.
    • Must be able to sit for long periods of time performing sedentary activities.
    • Must be able to stand for long periods of time while conducting sales presentations, attending marketing events, or similar activities.
    • Must be able to lift up to 20 lbs. of files, marketing materials, documents, or other related items.
    • Must be able to travel locally.ADDITIONAL INFORMATION SWBC is a Substance-Free Workplace and requires pre-employment drug testing. Please note, SWBC does not hire tobacco users as allowed by law. SWBC offers an excellent employee benefits package that includes: 401(k) with company match, medical/dental, Life, Long Term Disability, Accidental Death and Dismemberment, and Long Term Care insurance policies. SWBC also provides opportunities for professional growth. To learn more about SWBC, visit our website at www.SWBC.com. If interested, please click the appropriate apply button. Only those candidates who meet the minimum requirements need apply.

Keywords: SWBC, San Antonio , Life Insurance Advisor, Other , San Antonio, Texas

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