As an Insurance Service and Conservation Specialist, you will play a key role in retaining our existing clients and adding to our existing client Poole. Your responsibilities will include:

• Engaging with clients to understand their needs and concerns.

• Collaborating with the sales and customer service teams to ensure satisfaction.

• Monitoring policy renewals and identifying opportunities for upsell or cross-sell.

• Add-on conversions and assist in paid-up options.

• Convert term policies to permanent plans.

• Proactively contact policyholders who have requested cancellation, lapsed, or downgrade of coverage.

• Handle policy concerns pertaining to beneficiary and contingent beneficiary notification.

• Present tailored solutions to retain policies, including coverage adjustments, payment options, or benefit clarification.

• Educate clients on policy benefits, long-term value, and consequences of coverage loss.

• Meet or exceed conservation, persistence, and revenue retention goals.

• Exercise the option to call existing leads to set appointments to increase sales.

• Strong verbal communications and persuasion skills.

• Strong People Skills

• Ability to handle objections and difficult conversations with professionalism.

• Customer-focused mindset with problem-solving abilities.

• Proficiency with CRM Systems and standard software.

• Knowledge of DocuSign software

• Ability to work independently while meeting performance metrics.

• Must have a current Life and Health License or be willing to obtain one within 2 weeks.

We attract a select group of leaders, enterprises, and high achievers eager to jumpstart their sales careers with a fast-paced, stable, and international company. We call that select group Business Athletes that thrive in a positive, advancement-focused culture.