Licensed Insurance Sales Assistant – Exciting Growth Opportunity
14 days ago
Manhattan, New York
Moss Financial Services is a dynamic firm specializing in comprehensive financial planning, including life settlements, insurance solutions, investment advisory, and employee benefits. We are committed to delivering personalized, results-driven financial strategies for individuals, families, and businesses. A significant portion of our profits supports charitable organizations, reflecting our dedication to both financial success and social responsibility. We are looking for experienced professionals to join our growing team, offering opportunities for career advancement and meaningful impact.
Job Description: Join our dynamic team at Moss Financial Services. We are looking for a licensed insurance sales assistant with at least 2 years of experience to help us expand our client base and provide top-notch support. This role will involve lead generation, client communication, appointment setting, and portfolio reviews. You'll be working directly with companies, individuals, and key partners to drive our life settlement and insurance products. Responsibilities:
Assist with sales and marketing efforts, primarily for life insurance and life settlements.
Call and follow up with referrals, prospects, and clients.
Help maintain customer relationships and provide exceptional client support.
Coordinate with internal teams to ensure smooth client onboarding and follow-ups.
Assist in preparing presentations and client meetings. Requirements:
Must have a valid insurance license.
Minimum 2 years of experience in life insurance or life settlements.
Strong communication, organizational, and multitasking skills.
Ability to work independently and manage client relations. Benefits:
Competitive compensation.
Opportunity for growth in a supportive, mission-driven company. Flexible working environment.
If you're passionate about helping clients and growing with a company that makes a difference, we’d love to hear from you!
