Life Insurance Solutions Expert
2 days ago
We are committed to excellence at Index Universal Life Insurance for Estate, Retirement and Lending Solutions | Capital for Life, and we're looking for a dedicated Life Insurance Solutions Expert to join our team.
Key ResponsibilitiesThis full-time role involves collaborating with clients to develop and implement comprehensive life insurance strategies that meet their individual needs and objectives. The ideal candidate will have a strong understanding of industry trends, regulations, and best practices, as well as excellent analytical and problem-solving skills.
- Conduct thorough assessments of client financial situations to identify areas for improvement
- Develop and recommend customized life insurance solutions to meet client objectives
- Work closely with clients to monitor progress and adjust strategies as needed
- Stay up-to-date with industry developments and regulatory changes to ensure compliance and best practices
A Bachelor's degree in Finance, Economics, or related field is required, along with relevant professional certifications such as CFP or ChFC.
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