As an Insurance Service and Conservation Specialist, you will play a key role in retaining our existing clients and adding to our existing client Poole. Your responsibilities will include: Engaging with clients to understand their needs and concerns. Collaborating with the sales and customer service teams to ensure satisfaction. Monitoring policy renewals and identifying opportunities for upsell or cross-sell. Add-on conversions and assist in paid-up options. Convert term policies to permanent plans. Responsibilities: Proactively contact policyholders who have requested cancellation, lapsed, or downgrade of coverage. Handle policy concerns pertaining to beneficiary and contingent beneficiary notification. Present tailored solutions to retain policies, including coverage adjustments, payment options, or benefit clarification. Educate clients on policy benefits, long-term value, and consequences of coverage loss. Meet or exceed conservation, persistence, and revenue retention goals. Exercise the option to call existing leads to set appointments to increase sales. Qualifications: Strong verbal communications and persuasion skills. Strong People Skills Ability to handle objections and difficult conversations with professionalism. Customer-focused mindset with problem-solving abilities. Proficiency with CRM Systems and standard software. Knowledge of DocuSign software Ability to work independently while meeting performance metrics. Must have a current Life and Health License or be willing to obtain one within 2 weeks. Compensation: $37,500 - $45,000 yearly

• Proactively contact policyholders who have requested cancellation, lapsed, or downgrade of coverage. • Handle policy concerns pertaining to beneficiary and contingent beneficiary notification. • Present tailored solutions to retain policies, including coverage adjustments, payment options, or benefit clarification. • Educate clients on policy benefits, long-term value, and consequences of coverage loss. • Meet or exceed conservation, persistence, and revenue retention goals. • Exercise the option to call existing leads to set appointments to increase sales.