Life Insurance Specialist

The Cycle Management Group
Portland, Oregon Metropolitan Area

Company Description

The Cycle Management Group is a Black-owned enterprise committed to providing financial education and protection to families across the country. By delivering tailored solutions in financial wellness, the organization empowers individuals to secure their financial future. With a mission to create economic equality, The Cycle Management Group is passionate about supporting communities through accessible and inclusive financial resources and services.


Role Description

This is a full-time, remote role for a Life Insurance Specialist. The Life Insurance Specialist will be responsible for providing clients with personalized insurance solutions, delivering exceptional customer service, and guiding individuals and families in making informed financial decisions. Daily tasks include assessing client needs, recommending appropriate insurance products, managing client relationships, and achieving sales targets while adhering to industry regulations.


Qualifications

  • Proficiency in Insurance Sales, Sales, and expertise in Life Insurance products
  • Strong Customer Service and relationship management skills
  • Understanding of Finance principles and insurance solutions
  • Effective communication, problem-solving, and interpersonal skills
  • Ability to work independently in a remote setting
  • Experience in financial planning or insurance advisory roles is a plus
  • Licensure in life insurance or the ability to obtain licensure promptly is required