Certified Insurance Advisor

Job Description

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 advice and recommendations on appropriate insurance products
• Customize insurance plans to fit client requirements, budget, and risk profiles
• Ensure compliance with relevant regulation, 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 current with industry trends, product changes, and regulatory developments
• Maintain accurate client records and documentation in CRM systems

Requirements