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Experienced Life Insurance Broker
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Full-time
- P. R. Financial is an independent marketing organization (IMO) in the financial services industry; specifically in the insurance marketplace.
- We serve clients by acting as their independent advisor and broker for products in life insurance, health insurance, retirement, annuities, Medicare, senior benefits, and more.
- We believe in our people, we provide them a platform, we train them how to be amazing, mentor them into maturity, and cheer them on the way to becoming our partners.
- Evaluate new customers' insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectations.
- Provide warm and professional customer service while onboarding new clients and maintain existing clients, including booking appointments, inquiry response, insurance eligibility, claim submissions, questions concerning billing, and insurance policies.
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