Now Hiring - Insurance Agent with Elderly Care Experience in Katy, TX
Insurance Agent with Elderly Care Experience in Katy, TX
Are you a compassionate and experienced licensed life and health insurance agent with a passion for elderly care and wealth management? If you possess the expertise to handle seniors' unique insurance needs, assist with asset transfers, and navigate elderly health challenges, this opportunity is for you!
Position: Licensed Life and Health Insurance Agent with Elderly Care Experience Location: Houston, TX (Working across our 3 offices in Sugar Land, Katy, and The Woodlands)
Responsibilities:
Work closely with senior clients and their families to understand their unique insurance requirements and financial goals.
Facilitate the smooth transfer of assets and wealth management strategies as part of estate planning and end-of-life arrangements.
Navigate and address elderly health challenges by providing expert advice on insurance options that cater to their healthcare needs.
Maintain strong relationships with clients, offering ongoing support, and being responsive to their evolving insurance requirements.
Collaborate with our team of wealth management experts to ensure seamless coordination and holistic financial planning for our senior clientele.
Qualifications:
Must hold a valid license for life and health insurance sales in the state of Texas.
Demonstrated experience in the insurance industry, with a focus on elderly care and senior-related insurance products.
Knowledgeable about various insurance plans, including life insurance, long-term care insurance, Medicare supplements, and more.
Sensitivity and understanding in handling seniors' needs, particularly when dealing with end-of-life planning.
Excellent communication skills, allowing you to explain complex insurance concepts in a clear and empathetic manner.
Strong organizational skills and attention to detail to ensure accurate documentation and compliance with regulations.
Ability to work independently and as part of a team, thriving in a fast-paced, client-centric environment.
Job Type: Full-time
Pay: $65,000.00 - $99,900.00 per year
Benefits:
- Dental insurance
- Health insurance
- Vision insurance
Weekly day range:
- Monday to Friday
Work setting:
- In-person
- Office
Work Location: In person
Roberts Wealth Management
1 to 50 Employees
Investment & Asset Management
Financial Services
www.robertswealth.com
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Roberts Wealth Management
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Roberts Wealth Management
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