Insurance Sales Specialist Position Available In Caddo, Louisiana

Insurance Sales Specialist RoseStone Wealth Advisors Shreveport, LA Job Details Full-time $50,000

• $150,000 a year 2 days ago Benefits Disability insurance Health insurance Dental insurance 401(k) Tuition reimbursement Paid time off Work from home Vision insurance 401(k) matching Qualifications Practicing as a finance professional Teamwork Financial planning firms Continuous production implementation English Microsoft Office Finance Series 7 Bachelor’s degree Attention to detail Large insurance companies Needs-based selling Insurance sales Life & Health Insurance License Senior level Business Solution selling approach Communication skills Value-based selling Consultative selling 10 years

Full Job Description About RoseStone Wealth Advisors:

Our mission is to solve challenges by delivering thoughtful, personalized solutions that empower our clients to thrive and achieve their goals. True financial planning.

Our Core Values:

Commitment

• Commitment to do the right things Dependability
• Keep your commitments Kaizen
• Focus on continuous improvement Adaptability
• Willingness to work through change Honor
• Treat people with dignity and respect

Roles and Responsibilities:

Suggest Insurance Advice and Solutions to Advisor and clients/prospects Process insurance new business Meet with Home Office specialist to review insurance products appropriate for client needs Present insurance products to advisors and prepare for insurance delivery and sale Guide clients through application completion, as well as remain proactive and responsive to any questions throughout the process Make proactive outbound sales calls Use a suite of online tools to create presentations that support recommendations Maintain professional licenses to comply with state and federal regulations and licensing requirements Effectively track activities and identify opportunities to grow the business Effectively monitors and communicates insurance premium changes, insurance applications and underwriting and addresses any additional requirements Review dated policies to identify new opportunities based on client profiles Schedule and lead meetings independently Develop and schedule comprehensive reviews of all client coverage to include an insured client policy comprehensive protection review process and make recommendations and adjustments as needed on an annual basis. Complies with books and records Be able to work with PracticeSource or internal Comprehensive Planning team to design solutions for complex investor situations and Estate Plans. Review Allocation in current policies to keep suitability in alignment Be able to look outside of RiverSource for best fit on individual policies Be able to develop relationships and communicate with underwriting to make sure their understanding of client needs leads to best outcomes. Key Behaviors for

Success:

Knows and follows the Core Values Proactive Sales Driven Collaborative, working across cross-functional teams Insightful, strategic, problem-solver, detail-oriented Strong ability to prioritize workload Excellent communication and presentation skills

Minimum Qualifications and Education Requirements:

• Bachelor’s degree in business, finance or a related field
• 10 years relevant experience
• Ability to use Microsoft Office Suite applications
• Ability to use Teams and other virtual meeting platforms
• Licenses required: Current Insurance, Series 7 RoseStone Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, is an Equal Opportunity Employer.

Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

Job Type:

Full-time Pay:

$50,000.00

• $150,000.

00 per year

Benefits:

401(k) 401(k) matching Dental insurance Disability insurance Health insurance Paid time off Tuition reimbursement Vision insurance Work from home

Supplemental Pay:

Bonus opportunities

Experience:

Insurance Sales:

10 years (Required)

Language:

English (Required)

License/Certification:

Life & Health Insurance License (Required) Series 7 License (Required) Willingness to travel: 25% (Required)

Work Location:

Hybrid remote in Shreveport, LA 71106