Insurance Advisor
2 weeks ago
Company Description
Planet Insurance specializes in providing tailored insurance and wealth management services to secure the future of individuals, families, and businesses. We offer a wide range of services including life insurance, critical illness and disability insurance, mortgage insurance, visitor and travel insurance, international student insurance, and estate planning. Our mission is to empower clients with personalized service, transparent communication, and expert guidance for informed decisions about their insurance and financial needs.
Role Description
This is a full-time remote role for an Insurance Advisor. The Insurance Advisor will be responsible for consulting with clients to identify their insurance needs, providing expert advice on various insurance and financial products, and developing customized insurance plans. Additionally, the role involves delivering excellent customer service, maintaining up-to-date knowledge of industry regulations, and effectively communicating insurance policies and terms to clients.
Qualifications
- Insurance and Finance knowledge
- Expertise in Consulting and Customer Service
- Strong Communication skills
- Excellent organizational and multitasking abilities
- Proficiency with digital tools and remote work environments
- Licensed Insurance Advisor
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