Insurance & Retirement Advisor

The Redlands Chamber of Commerce•Redlands, CA

About The Position

Vantage Insurance in Redlands, California, is seeking a full-time Insurance & Retirement Advisor to assist the lead sales and advisory agent with financial and insurance planning workflows. The role supports meeting preparation, new-business processing, client onboarding, and reinforcing the concepts, products, and strategies presented to clients and prospects. The advisor provides exceptional customer service and interacts with clients and prospects as needed. The position pays $23 to $30 per hour, with potential bonuses based on production and performance. It reports to Luke Kibler, President, or as delegated.

Requirements

At least 2 years of experience in insurance and/or financial services.
Life insurance license.
Positive, cheerful, and supportive attitude.
Strong personal integrity and commitment to excellence.
Excellent organizational and time management skills.
Effective teamwork and collaborative mindset.
Proficiency with typing and operating computers, tablets, and phones.
Skill with email, online data storage, PowerPoint, Word, and Excel.
Excellent phone communication and professional writing skills.
Basic understanding of the insurance industry.

Responsibilities

Take notes during client meetings and complete the VCQ.
Send meeting recaps to clients.
Enter initial client data into CRM systems or coordinate with administrative support, including tasks related to the Vantage Appreciation Program.
Gather illustrations and prepare materials and reports for client meetings.
Ensure clients complete surveys.
Assist clients with applications for life insurance, annuities, long-term care, and other products.
Assist with underwriting and policy delivery processes in coordination with internal administrative teams.
Prepare annual review and policy delivery folders in collaboration with the administrative team.