Job Overview
JOB DETAILS
REQUIREMENTS
- A valid LLQP license and authorization to work in Washington
- 3+ years of experience in life insurance, financial services, or advising
- A relationship-first mindset with a consultative, integrity-driven approach
- Excellent interpersonal and communication skills
- Digital confidence with CRM systems and virtual platforms
- A proactive, self-motivated attitude and passion for helping others thrive
RESPONSIBILITIES
- Conduct discovery conversations to understand each client’s financial goals and life priorities
- Recommend tailored insurance solutions—term, whole life, and universal life coverage
- Educate clients on essential financial concepts such as risk management and retirement planning
- Build strong, trust-based relationships that extend beyond transactions
- Maintain organized, compliant records using CRM and virtual communication tools
- Stay current with evolving product options, industry updates, and regulatory requirements
- Identify opportunities to expand support through broader financial guidance
Are you interested in this position?
Apply by clicking on the “Apply Now” button below!
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Employer : Aqua Digital Rising
