1 jobs found in Sherwood, OR

Essential Duties and Responsibilities: · Obtain and maintain your State Life & Health Insurance license, and complete the DSI Advisor Training Program · Develop a fundamental and technical understanding of the specialized Disability Income and Life Insurance products DSI offers · Clearly communicate our program options to clients via both phone and email · Be able to answer client questions on products, enrollment instructions, policy comparisons · Cross-sell products by explaining need and value depending on client’s profile · Maintain meticulous records in our CRM system, following the DSI sales process Technical Skills: · Proficiency in Microsoft Office applications (Word, Excel, Outlook) · CRM or similar agency management software experience, preferred Attributes of a Successful Disability Advisors possess: · Professionalism in all communications – both written and verbal · Organized, focus on results, and the ability to prioritize high-value tasks...