Pacific Advisors is seeking a driven, detail-oriented professional for the Client Care Specialist position that offers a long-term career path. The role begins with administrative and client-service training, leading to a client-facing advisor role where the candidate will educate clients on disability and life insurance for physicians.
Responsibilities
- Manage 20–30 cases, process applications and follow-ups, run quotes, and support advisors
- Learn disability and life insurance for physicians
- Join client meetings, educate physicians, and take ownership of prospects and referrals
- Begin building your own book of business, and continue providing high-quality client care to your growing clientele
Skills
- Strong verbal and written communication skills; able to retain and convey detailed information with ease
- High integrity and ethical judgment; must pass a background check
- Highly detail-oriented with the ability to handle sensitive and confidential information responsibly
- Self-starter with excellent organizational and time-management skills; able to work independently
- Willingness and ability to obtain necessary licensing/certifications, including passing the Life Insurance exam within the first year
- Solid References (no family or friends)
- Self-starter with strong initiative, reliability, and follow-through
- Extremely organized, detail-oriented, and comfortable in a fast-paced, high-expectation environment
- Growth-minded 'Type A' personality who prides themselves on improving, learning, and doing the right thing
- Interest in growing into a producer/advisor role
Benefits
- Health Insurance
- 401k contribution
Company Overview
Pacific Advisors is a financial services company providing personal, family, and enterprise financial strategies services. It was founded in 1862, and is headquartered in Beverly Hills, California, USA, with a workforce of 51-200 employees. Its website is http://pacificadvisors.com.
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