Certified Insurance Advisor
26 days ago
Johnston
Job Description We are seeking a knowledgeable and client-focused Certified Insurance Advisor to join our team. In this role, you will provide expert insurance advice, assess individual and business risks, and deliver tailored insurance solutions. As a certified professional, you will ensure clients receive accurate, compliant, and ethical guidance across a range of insurance products. Benefits Annual Base Salary + Commission + Bonus Opportunities Paid Time Off (PTO) Flexible Schedule Hands on Training Mon-Fri Schedule Career Growth Opportunities Competitive Base Salary with Commission Incentives Responsibilities • Consult with clients to understand their personal, family, or business insurance needs, • Provide professional advise and recommendations on appropriate insurance needs, • Customize insurance plans to fit client requirements, budget, and risk profiles, • Ensure compliance with relevant regulations, ethical standards, and company policies, • Build and maintain strong, long-term relationships with clients, • Assist clients with policy applications, renewals, claims, and ongoing reviews, • Keep currently with industry trends, product changes, and regulatory developments, • Valid certification as an Insurance Advisor, • Active state/provincial insurance license(s) in relevant lines (life, Health, Property, Casualty, etc), • 2+ years of experience in insurance advising or financial consulting, • In-depth knowledge of insurance policies, underwriting, and claims procedures, • Excellent communication, client service, and interpersonal skills, • Ability to interpret insurance contracts and explain complex concepts clearly, • High ethical standards and strong compliance awareness, • Bachelors degree in Finance, Business, Risk Management, or related field, • Experience advising high-net-worth individuals or corporate clients, • Multilingual skills and cross-cultural communication abilities is a plus, • Familiarity with digital tools and insurance platforms