Are you a people person with keen listening skills, strong attention to detail, and a knack for navigating the finer details in business or financial plans? If so, we’re looking for you! We are seeking a definitive decision-maker who is eager to connect new, existing, and prospective clients with the insurance program that best meets their individual needs. Job seekers should be eager yet intuitive communicators with a demonstrated knowledge of different types of insurance policies and excellent organization skills. If you are looking for a flexible full-time position that offers growth opportunities, significant earning potential, and plenty of variety, start your application today! Responsibilities: • Develop and deliver risk management strategies for each customer based on their risk profile • Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients • Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction • Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities, and present insurance plan options tailored to their individual circumstances • Ensure bookkeeping systems, sales databases, and customer records are maintained to report progress toward monthly initiatives to stakeholders Qualifications: • Insurance license required • Basic computer skills with proficiency with Microsoft Office suite is necessary • Excellent communication, customer service, analytical, and interpersonal skills are necessary • Demonstrated comprehension of the insurance industry, insurance products, risk management profiles, and associated state and federal regulations • Experience with accounting and or sales lead software is a plus Compensation: $250,000 at plan earnings

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