We are seeking a motivated insurance agent with an entrepreneurial spirit to identify and convert sales leads for insurance policies while overseeing a robust portfolio of clients. The successful candidate will have served in a related insurance industry role in which he or she cultivated a pool of prospective clients through referrals, networking, cold calls, marketing initiatives, and other proactive sales strategies. If you are an enthusiastic, intuitive, and organized professional who thrives in a multifaceted role, this job is for you! We’ll provide you with the training, mentoring, and support you need to take your earning potential into your own hands. If this sounds like you, apply today! Responsibilities: • Spend time listening to new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs • Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty • Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish • Create tailored risk management strategies directly with clients that align with their risk profiles • Ensure bookkeeping systems, sales databases, and customer records are maintained to report progress toward monthly initiatives to stakeholders • We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job, it’s a career with purpose and opportunity • You’ll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college • As a Licensed Insurance Sales Agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clients Qualifications: • High school diploma required; bachelor’s degree preferred • Proficiency with accounting or sales-related software is helpful • Job seekers must have an insurance license • Basic computer skills with proficiency with Microsoft Office suite is necessary • Superb analytical, interpersonal communication, and customer service skills are needed to succeed in this role • Be a people person • Exhibit keen listening • Have a strong attention to detail • Have a knack for navigating the finer details in business or financial planning • Insurance license or willing to obtain Compensation: $55,000 - $80,000 at plan

• We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job, it’s a career with purpose and opportunity • You’ll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college • As a Licensed Insurance Sales Agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clients