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). Bachelor’s 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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