Job Description

Our client is a fast growing and successful business leader in insurance. They strive to become the premier in-home life insurance sales company serving working families in the country. Their goal is to help union member clients acquire benefits that enable them to achieve financial security. The client’s agents are making a difference in the world by helping people maintain their livelihood in times of uncertainty.

The client supports their agents’ accomplishments, both professionally and personally. Their training programs include weekly sales training, leadership development conferences and bi-weekly management training. Recognized as one of Crain’s Best Places to Work in New York, they value an inclusive and diverse workplace, where their agents are committed to improving community relations through service and volunteer work throughout the New York / Tri-State Area.

The client hopes to provide a rewarding career at a company that strives to be best in class for our customers. Doing what is right for their clients is part of their core values and we invite you to join them in continuing to help families.

Career Description:

• Build and maintain a client base by following up on leads and providing excellent client service to existing customers

• Organize and develop weekly schedules that best suits client needs

• Give clients detailed descriptions about policies, answering any questions they might have about price and coverage.

• Offer comprehensive array of financial products to help clients develop a sound, long-term financial strategy through their union membership

• Provided with in-house leads from families who have filled out a form and requested for someone to contact them

• Deliver policies to union members once approved

• Maintain a working knowledge of client service offerings and company sales practices

• 100% commission to start with residual income potential

• Training with top producers and new agent onboarding program

• Yearly incentive trips for top earners

Qualifications:

• Highly self-motivated and self-disciplined with the ability to work effectively and independently

• Outgoing personality with the ability to develop relationships (i.e., “People Person")

• Sincere desire to help others

• Life and Health License preferred or willing to obtain (client will help unlicensed individuals)

• Pass a background check

• Must be able to work remote during the Covid-19 Crisis

• A high school diploma or GED equivalent.

Training and Professional Development:

• Two-week training program, full union and marketing support, as well as technical assistance

• Mentorship with Senior Managers, established agents and executives who will assist you

Company Description

The AD Wells Group is a search firm that is primarily focused on placing benefit specialists in positions that allow for growth and stability. We are uniquely suited for job placement because we have worked in various companies across the insurance industry. We know first hand how the industry works, which positions are available, job qualifications and direct partnerships with top teams. The AD Wells group was founded with the idea that the insurance industry is one of the fastest growing industries in the world. With this insight, we are committed to building lasting relationships with our teams. Our core values are honesty and integrity. We hope to grow our candidates to top positions that are long lasting. Based in New York, we are a boutique firm, working directly with one of the leading union based companies across the US. We are a team of finance and talent management professionals with expertise in financial services.