Company Description BRB Life Insurance is a team within the GFI Platform that connects individuals and organizations with financial expertise and tools to unlock their potential and drive meaningful ...
New
Brb Life Insurance
1 job near Columbus, OH
Company Description BRB Life Insurance is a team within the GFI Platform that connects individuals and organizations with financial expertise and tools to unlock their potential and drive meaningful ...
New
Other
Posted 2 days ago
New
Job description
Company Description BRB Life Insurance is a team within the GFI Platform that connects individuals and organizations with financial expertise and tools to unlock their potential and drive meaningful change. The agency’s vision is to help 100 million families achieve financial independence and become a global leader in inspirational marketing and leadership development. BRB Life Insurance is building a movement of licensed financial professionals who are committed to helping families regain control of their financial destinies. Team members receive training, mentorship, and resources to succeed in the financial services industry. By joining BRB Life Insurance, applicants become part of a dynamic community focused on securing families’ financial futures, supporting their dreams, and creating lasting legacies.
Role Description The Life Insurance Specialist is a full-time, on-site role based in Laguna Niguel, CA. This role involves meeting with clients to assess their financial needs, explaining life insurance options, and recommending appropriate coverage solutions. Daily responsibilities include prospecting and following up with leads, conducting policy reviews, and supporting clients through the application and underwriting process. The Life Insurance Specialist will maintain accurate records, stay current on product offerings and industry regulations, and collaborate with team members to achieve sales and service goals. The role also includes ongoing professional development, participation in team meetings and training sessions, and upholding high ethical and compliance standards.
Qualifications
Role Description The Life Insurance Specialist is a full-time, on-site role based in Laguna Niguel, CA. This role involves meeting with clients to assess their financial needs, explaining life insurance options, and recommending appropriate coverage solutions. Daily responsibilities include prospecting and following up with leads, conducting policy reviews, and supporting clients through the application and underwriting process. The Life Insurance Specialist will maintain accurate records, stay current on product offerings and industry regulations, and collaborate with team members to achieve sales and service goals. The role also includes ongoing professional development, participation in team meetings and training sessions, and upholding high ethical and compliance standards.
Qualifications
- Strong Insurance Sales and Sales skills, with the ability to build relationships and close opportunities.
- Knowledge of Insurance and Finance concepts, including life insurance products and basic financial planning principles.
- Excellent Customer Service skills, with a client-focused approach and the ability to communicate complex information clearly.
- State life insurance license (or willingness to obtain within a specified timeframe).
- Comfort with goal-driven environments and performance metrics.
- Ability to work on-site in Laguna Niguel, CA and collaborate effectively with a team.
- Strong integrity, professionalism, and commitment to regulatory and compliance requirements.
- Prior experience in financial services or sales is beneficial but not required; comprehensive training is provided.