Job Description

We want to add a motivated and personable new employee to our insurance agent team who is seeking a new learning opportunity with lots of room for growth. The ideal candidate for our entry-level insurance agent position has the solid communications skills it takes to drive insurance sales among potential clients and new clients. Bring a friendly attitude and a passion for customer service, and we’ll invest our resources into training you to be a successful insurance sales representative! Responsibilities: • Offer personal attention when pursuing new clients through various marketing strategies to grow your existing portfolio of policyholders • Tailor risk management strategies and client profiles to reflect each customer’s individual needs • 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 • Update reports, records, bookkeeping systems, and other organizational tools to accurately report progress toward monthly insurance sales goals • Spend time listening to existing, new, and prospective clients to evaluate their needs and stage-of-life priorities before presenting insurance plan options for their specific circumstances • 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 Qualifications: • Must be a superb communicator able to carefully analyze complex ideas like insurance programs; experience working in customer service is beneficial • Bachelor’s degree preferred; high school diploma mandatory • Fundamental computer skills such as experience with Microsoft Office • Experience using accounting or sales-related software is beneficial • Candidates must have or be willing to get an insurance license • 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+ 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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