Life Insurance Producer

Walnut Creek, CA

Employer:	Alera Group
Category:	Customer Service
Description
OVERVIEW Alera Group is seeking a Life Insurance Producer to join our team Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success. If that is what you're looking for, this is your chance to be part of an amazing organization! RESPONSIBILITIES Build a book of business comprised of Life insurance and related financial service accounts Actively prospect and cultivate leads (Networking, calling/texting/emailing Lead Sources/ Referrals, Campaigns, etc.) Demonstrate proficiency and accuracy in product knowledge, preparing quotes and product presentations for clients, and all computer and data system skills Provide educated and well-informed suggestions and guidance in choosing appropriate plan options Recognize cross-sell opportunities and offer additional coverages based on client needs Successfully and accurately process applications, complete the sales process and any additional customer service required Engage in actively training and learning all products, databases, and necessary protocols for performing job duties successfully Provide excellent, top-quality customer service Prepare various reports, as needed, to capture departmental measures Stay up-to-date on industry standards through internal and external resources Perform any additional responsibilities or assignments as designated by management QUALIFICATIONS High school diploma or equivalent Sales experience (5+ years) Life Insurance experience (5+ years) Hold an active Health & Life Insurance License Excellent interpersonal, sales and client service skills - strong rapport-building skills Exhibit flexibility and willingness to learn, train and perform job duties Excellent verbal and written communication skills Excellent team-player with the ability to collaborate with others to ensure growth and success of organization Excellent organizational skills and attention to detail Excellent time management skills with a proven ability to meet deadlines Ability to function well in a high-paced and at times stressful environment Working knowledge of Microsoft Office Suite or related software Prolonged periods of sitting at a desk and working on a computer BENEFITS We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. Base salary ranges from $90,000-$200,000 If you're a California resident, please read the California Consumer Privacy Act prior to applying. LI-HDR

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Life Insurance Producer

Walnut Creek, CA

Description