Estate Specialist [Fully Remote / CA Applicants Only]
Job Overview
We are seeking a detail-oriented and highly organized Estate Specialist to manage and oversee accounts regarding our client's estate management. The ideal candidate will have extensive service experience and some knowledge of life insurance, legal considerations, and estate planning. This role is critical to ensuring that estates are effectively managed, and assets are maximized for our client's families.
Key Responsibilities
Client Relations: Serve as the primary point of contact for clients, addressing their needs, providing updates, and ensuring that all matters related to the estate are handled efficiently
Product Knowledge: Stay up-to-date on the full range of life insurance products (e.g., term life, whole life, universal life) and the benefits of each, enabling you to recommend the best options for clients
Policy Customization: Analyze clients' financial goals and offer life insurance solutions that meet their long-term needs, including coverage options, premium structures, and riders
Follow-Up & Relationship Building: Maintain regular contact with clients, ensuring they are satisfied with their policies and addressing any questions or concerns
Document Management: Prepare, review, and manage all documentation related to estate transactions, including wills, deeds, and tax forms
Administrative Duties: Prepare and submit accurate paperwork for insurance policy applications, ensuring that all documents are compliant with legal and regulatory standards
Claims Assistance: Assist clients with the claims process when necessary, ensuring a smooth and timely experience
Qualifications
High school diploma or equivalent (required). Bachelors degree in business, finance, or related field (preferred)
Ability to work independently and manage your schedule effectively
Strong organizational skills and attention to detail
Ability to build rapport with clients and establish trust-based relationships
Comfortable working in a target-driven environment and achieving sales goals.
Excellent communication, interpersonal, and problem-solving skills
High attention to detail and strong organizational abilities
Ability to manage multiple tasks and priorities in a fast-paced environment
Preferred Skills
Experience in the life insurance industry or financial planning
Bilingual or multilingual abilities (a plus)
Knowledge of digital marketing and lead generation tools
Benefits
Competitive pay with commission-based earning potential
Health insurance reimbursement
Residual income account
Flexible schedule
Ongoing training and professional development opportunities
Performance-based incentives and bonuses
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