Insurance & Retirement Advisor with Vantage Insurance Job at The Redlands Chamber of Commerce, California

RXl3VnpQWW5mZVdDWHF2UUJ0TTV1L3kx
  • The Redlands Chamber of Commerce
  • California

Job Description

Vantage Insurance in Redlands, CA is seeking a Insurance & Retirement Advisor to join their team.

Job Overview

Location: Redlands, CA 

Hours and Pay

Starting hourly pay rate is $23 to $30, with potential bonuses based on production and performance.

Status: Full-time

We are seeking a dedicated Insurance & Retirement Advisor to assist our lead sales and advisory agent in the financial and insurance planning workflow. This role is essential in preparing for meetings, processing new business, onboarding clients, and reinforcing the concepts, products, and strategies presented to clients and prospects. The Insurance & Retirement Advisor will deliver exceptional customer service and interact with clients and prospects as needed. Key responsibilities include:

  1. Meeting Preparation : Take notes during client meetings and complete the VCQ.
  2. Client Communication : Send meeting recaps to clients.
  3. CRM Management : Input initial data into CRM systems or coordinate with administrative support, including tasks related to the Vantage Appreciation Program.
  4. Material Preparation : Gather illustrations and prepare materials and reports for client meetings.
  5. Client Surveys : Ensure clients complete our survey to enhance our understanding and show appreciation.
  6. Application Assistance : Help clients complete applications for life insurance, annuities, long-term care, and other products.
  7. Policy Support : Assist with underwriting and policy delivery processes in coordination with internal admin teams.
  8. Documentation : Prepare annual review and policy delivery folders in collaboration with the admin team.

Skills, Experience, and Credentials Required

  • Minimum of 2 years' experience in insurance and/or financial services.
  • Life insurance license.
  • Positive, cheerful, and supportive attitude.
  • Strong personal integrity and commitment to excellence.
  • Excellent organizational and time management skills.
  • Effective teamwork and collaborative mindset.
  • Proficiency with typing, computer, tablet, and phone operations.
  • Skilled in Email, online data storage, PowerPoint, Word, and Excel.
  • Excellent phone communication and professional writing skills.
  • Basic understanding of the insurance industry.

Reporting and Management

This position reports to Luke Kibler, President, or as delegated.

Job Tags

Hourly pay, Full time,

Similar Jobs

Quality Inn & Suites Sioux Falls SD

Front Desk/Guest Service Agent Job at Quality Inn & Suites Sioux Falls SD

We are seeking a qualified physical front desk agent with a high level of professionalism and effective decision-making.Applicant must...  ...related customer service experience.* Understanding of how to use hotel's Property Management Software (PMS) systems.* Flexible... 

Sunstar Paramedics

Medical Data Reviewer (Entry Level) Job at Sunstar Paramedics

 ...JOB DESCRIPTION Job Title: FULL TIME MEDICAL DATA ENTRY/DOCUMENTATION REVIEWER JOB SUMMARY Sunstar Paramedics is seeking a FT medical data entry / document reviewer to work in our patient billing services department. This position is responsible for auditing EMS... 

KARE

Certified Medication Aide - Virginia Beach, VA Job at KARE

 ...opportunities + more! What's it like to work with KARE? Some typical responsibilities include: Provide residents with medication administration and treatment assistance and services according to the health care provider's orders. Supervise residents who... 

Farm Job Search

Dairy Farm Assistant Herdsman Job at Farm Job Search

 ...Dairy Farm Assistant Herdsman (6189) Location: Illinois JobNumber: 6189 Dairy Farm Assistant Herdsman position immediately available on a 140 cow south west Illinois family farm. Free stall barn, double 8 parlor with automatic takeoffs and TMR feeding. Responsibilities... 

Shift Day

Healthcare Recruiter Job at Shift Day

 ...Responsibilities Healthcare Recruiter - Exempt - 40 hours a week Monday - Friday work schedule - with some weekends & nights for Career Fair Events Dover Behavioral Health has an exciting position within our Human Resources Department. The successful candidate...