Insurance & Retirement Advisor
Not Disclosed•Full-TimeOn-site
location_onA Shop Called Quest, 5, East Citrus Avenue, Redlands, San Bernardino County, California, 92373, United States
About the Team
Vantage Insurance, based in Redlands, CA, is seeking a dedicated Insurance & Retirement Advisor to join our team. This role is designed to support our lead sales and advisory agents, ensuring a seamless financial and insurance planning workflow for our clients.
About the Role
As an Insurance & Retirement Advisor, you will be essential in preparing for client meetings, processing new business, and onboarding new clients. Your primary focus will be reinforcing the concepts, products, and strategies presented to clients and prospects while delivering exceptional customer service.
In this full-time position, you will interact directly with clients and prospects to assist with applications for life insurance, annuities, long-term care, and other products. You will also play a key role in the Vantage Appreciation Program by ensuring clients complete surveys to enhance our understanding of their needs. Working closely with internal administrative teams, you will assist with underwriting, policy delivery processes, and the preparation of annual review and policy delivery folders.
Hiring Process
This position reports directly to Luke Kibler, President, or as delegated. Candidates are expected to demonstrate a positive, cheerful, and supportive attitude, along with strong personal integrity and a commitment to excellence.
Work location
Work model: On-site
A Shop Called Quest, 5, East Citrus Avenue, Redlands, San Bernardino County, California, 92373, United States
Redlands, California
Key Responsibilities
- check_circleTake notes during client meetings and complete the VCQ
- check_circleSend meeting recaps to clients
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Frequently asked questions about Insurance & Retirement Advisor at Redlands Chamber of Commerce
What does a Insurance & Retirement Advisor at Redlands Chamber of Commerce do?expand_more
In this Insurance & Retirement Advisor at Redlands Chamber of Commerce role, you will take notes during client meetings and complete the vcq; send meeting recaps to clients; input initial data into crm systems and coordinate administrative tasks; and gather illustrations and prepare materials and reports for client meetings.
What are the requirements for this Insurance & Retirement Advisor role?expand_more
Redlands Chamber of Commerce is looking for candidates who meet the following requirements: Minimum of 2 years' experience in insurance and/or financial services; Life insurance license; Basic understanding of the insurance industry; and Proficiency with Email, online data storage, PowerPoint, Word, and Excel.
Where is the Insurance & Retirement Advisor role at Redlands Chamber of Commerce located?expand_more
Insurance & Retirement Advisor at Redlands Chamber of Commerce is based in A Shop Called Quest, 5, East Citrus Avenue, Redlands, San Bernardino County, California, 92373, United States. This is a on-site role.
Is this Insurance & Retirement Advisor job remote, hybrid, or on-site?expand_more
Redlands Chamber of Commerce has listed this Insurance & Retirement Advisor role as on-site.