Jr Mortgage Consultant selling loan products by engaging with prospective clients and providing superior customer service. Attend training sessions and meet monthly production goals in Fort Washington.
About the role
- Consultant(e) Assurance BtoB managing qualified client insurance needs for entrepreneurs. Engineer custom insurance solutions without cold calling.
Responsibilities
- You will work with pre-qualified clients from our various Business Units (no cold calling)
- Develop a portfolio of professional clients and business leaders, particularly during company formation
- Assess prospects' insurance needs (interviews, analysis, risk assessment)
- Prepare offer comparisons and enter pricing
- Present appropriate insurance solutions while fulfilling advisory duties
- Support the client in their decision-making
- If the client agrees: subscribe contracts and manage payment of premiums
- P&C contract types: Professional Liability, Commercial Multi-risk, Ten-year Liability; Social protection: Self-employed health insurance (TNS) / Group health insurance, Income protection, Business expense insurance
Requirements
- You have initial experience in insurance, brokerage or B2B advisory
- You are comfortable working with professional clients, independents and business leaders
- You can analyze needs, make persuasive recommendations and propose tailored solutions
- You are rigorous, organized and customer-satisfaction oriented
- You appreciate digital, innovative and high-growth environments
Benefits
- An existing, qualified client base (no cold prospecting)
- A high-value role focused on advisory, expertise and client support
- A growing LegalTech company at the intersection of legal services, insurance and technology
- Career progression opportunities within a meritocratic environment
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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