Job Details
Insurance Planning Sales Associate
About the Company:
Optimized Insurance Planning, OIP, is a national insurance planning firm operating in all 50 states, who s primary customer is the Financial Professional. Our core product expertise is annuities, life insurance, and long-term care insurance. The team is a group of entrepreneurial, self-motivating, active, health-conscious individuals that work together to drive the mission of the company and the overall OIP strategy.
We value teamwork and collaboration to assist our clients and their customer, to achieve their retirement dreams.
We regularly host experiential events and training meetings that add value to the business relationships we cultivate. Some experiences to note, exotic driving experiences, golf outings, wine tastings, and much more!
We are fully committed to technology to advance the business and provide resources needed to work and excel at an optimal level.
Core Values:
Experience Knowledge Wellness Technology Community
Working Environment & Culture:
Office is a modern industrial environment with views of a nature pond. Small business, entrepreneurial, fast paced, team-oriented group of individuals that prioritize health and wellness. OIP team members operate throughout the country with 6 regional offices.
Headquartered in Northlake, TX
Core responsibilities
Sales support assistance:
o Able to run annuity & life insurance illustrations with online software per sales requests
o Track activity in CRM
o Coordinate and schedule meetings with clients for Planning Directors
Financial Professional communication:
o Able to communicate via phone, zoom or email directly with clients
o Work with clients to ensure their licensing is compliant to submit business
o Develop rapport and familiarity with clients
Event scheduling:
o Coordinate with Planning Directors in identifying regional venues
o Track invite lists and assist with outbound calling and emails for invite or confirmations
Application Assist support:
o Understand the digital application entry systems for annuity and life insurance
o Troubleshoot common errors
o Ability to video conference with clients and walk them through software
Candidate required skills
- Time Management and prioritization
- Able to manage short and long term tasks and meet expected turn around times
- Effective communication both verbal and written
- Experienced with Office product suite Outlook, Word, Excel, PowerPoint, Teams
- Ability to track activity and communication in CRM
- Self-sufficient problem solver can use available resources to find solutions
- Experience or curiosity for financial planning Able to obtain an insurance license with 6 months
- Desire to expand industry knowledge
Works and communicates well within a team centric environment
Benefits:
- Medical, 401k, Disability Insurance, Life Insurance, Paid Time Off
Location: In office Northlake, TX
Work from Home Flexibility
Full Time: 40 hours/week