Life and Health Insurance Consultant

Job Summary

A company is looking for an Internal Consultant- Insurance.

Key Responsibilities

• Consult with financial advisors to match products and services to client needs and deliver a consistent experience
• Handle inbound calls, provide case design and product recommendations, and manage sales activities
• Assist with advanced sales concepts and collaborate across business units to support advisors and their clients

Required Qualifications

• Bachelor's degree in Business, Economics, Finance, or related field
• Life & Health license, Series 7, Series 6, Series 66, or 63/65
• 3-5 years of experience in a related sales or consulting role
• Strong knowledge of Life Insurance products and case design tools