Life Insurance Advisor

Required Skills and Abilities

• Excellent organizational skills and attention to detail.
• Must be well organized with time, resources, physical office space, and client documents/information, detail oriented, and be able to manage a large workload
• Strong analytical and problem-solving skills.
• Ability to adapt to the needs of the organization and clients.
• Ability to prioritize tasks and to delegate them when appropriate.
• Thorough knowledge of carrier, underwriting and binding requirements.
• Proficient with Microsoft Office Suite or related software.
• Must be intrinsically motivated and able to work individually with little direction.
• Must be a team player and able to collaborate with other Insurance team members and cross-functional department members.
• Must be coachable, goal oriented, grasp concepts quickly, able to work in a fast-paced environment, embrace change, and have a strong desire to learn and grow in the insurance services industry.
• Must exemplify the firm’s corporate values and represent the company well in the community and in all dealings with vendors, customers, and other affiliates.

Education and Experience

Physical Requirements

• Prolonged periods of sitting at a desk and working on a computer.