Georgia Licensed Life and Health Advisor
Job Summary
To support clients in the Atlanta Metropolitan Area, the full-time remote Georgia Licensed Life and Health Advisor will assess insurance needs, explain coverage options, and recommend policies while managing client relationships and maintaining accurate records.
Key responsibilities
- Meet with clients to assess their life and health insurance needs and recommend appropriate policies
- Prepare quotes, complete applications, and assist clients throughout the enrollment and claims processes
- Maintain accurate records and stay informed about product changes and regulations while collaborating with team members on client outreach initiatives
Required qualifications
- Applicable state insurance licensing for life and health lines, or eligibility and willingness to obtain required licenses
- Relevant experience in life and/or health insurance, financial services, or related advisory roles
- Strong customer service skills demonstrated through client-facing experience
- Health promotion and wellness knowledge to support client understanding of insurance benefits
- Ability to manage a client portfolio and effectively prioritize multiple tasks
Complete Job Description
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