Licensed Insurance Agent

Company Description

Zenith Family Office provides comprehensive and personalized financial services for affluent families and individuals. Known for custom financial and retirement planning, wealth management strategies, investment management, and intergenerational wealth transfer, Zenith helps clients grow, manage, and protect their wealth. Clients benefit from clear and tailored financial plans designed to achieve their financial goals. Zenith also offers effective wealth transfer strategies to ensure smooth and efficient intergenerational capital transitions, including tax liability identification and reduction.

Role Description

This is a full-time on-site role for a Licensed Insurance Agent located in Petah Tikva, Israel. The Licensed Insurance Agent will be responsible for selling insurance policies, managing client insurance portfolios, providing exceptional customer service, and working collaboratively with the finance team. Daily tasks include advising clients on insurance options, developing personalized insurance solutions, processing insurance claims, and maintaining accurate client records.

Qualifications

• Insurance Sales, Insurance, and Insurance Brokerage skills
• Finance knowledge and experience
• Customer Service skills and strong communication abilities
• Proven ability to work in a collaborative team environment
• Experience working with affluent clients is a plus
• Bachelor's degree in Finance, Business Administration, or related field preferred
• Licensed Insurance Agent certification required