Join the team as a Bilingual Financial Security Advisor (Life Insurance) assisting CAF members. Provide expert insurance advice focusing on financial wellness and member education.
In this on-site role with CFMWS, you will serve active and former CAF members and their families. Responsibilities include conducting insurance needs analyses, developing personal business plans, and executing client acquisition strategies. Your advice helps ensure the financial well-being of members through customized solutions, leveraging your client management skills and CRM tools.
Key Responsibilities: • Conduct comprehensive Insurance Needs Analysis for clients • Develop personalized business plans based on client goals • Execute acquisition strategies for business growth • Present to CAF members and build strong relationships • Utilize CRM software for client relationship management