Job Description

Are you a motivated people person looking for the chance to break into a new industry? If the answer is “yes”, we are looking for you! Jump-start your career by joining our growing team as an entry-level insurance agent. Candidates with strong interpersonal communication skills will hit the ground running to facilitate insurance sales among new and prospective clients. Job seekers must have strong organization skills, attention to detail, and an enthusiastic approach to customer service. If you're interested in an exciting opportunity to become a top-notch insurance sales representative please apply today! Responsibilities: • Commit to remaining educated about the various types of insurance, insurance-related protocols, and policy changes to ensure fulfillment of program requirements and ensure our customers are satisfied • Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs • Serve as an attentive listener when communicating with new and potential clients in order to accurately identify their unique needs prior to pursuing specific insurance sales • Update reports, records, bookkeeping systems, and other organizational tools to accurately report progress toward monthly insurance sales goals • Offer personal attention when pursuing new clients through various marketing strategies to grow your existing portfolio of policyholders Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goalsCollect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectationsAssess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and services we offerImplement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professionalProvide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products Qualifications: • Ability to learn and understand state and federal regulations that affect insurance sales, insurance clients, and the insurance industry as a whole • Basic computer skills including proficiency with Microsoft Office suite is required • Excellent analytical, interpersonal, and communications skills are necessary; customer service skills are helpful • Job seekers must already have or be willing to get an insurance license • Experience using accounting or sales-related software is beneficial Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and services we offerImplement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professionalProvide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products Compensation: $120,000+ at plan earnings

• Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals • Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations • Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and services we offer • Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional • Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products

Compensation:
$120,000 per year

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