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: • Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients • Listen attentively to new and potential clients, evaluate their needs and their financial statuses, and propose ideal plan options for their unique circumstances and insurance needs • Work with policyholders to develop and deliver risk management strategies that fit their individual profiles • Ensure bookkeeping systems, sales databases, and customer records are maintained to report progress toward monthly initiatives to stakeholders • Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish • 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 your 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: • Insurance license required • Demonstrated comprehension of the insurance industry, insurance products, risk management profiles, and associated state and federal regulations • Strong interpersonal skills, communication skills, customer service skills, and analytical skills are required • Bachelor’s degree preferred; high school diploma required • Experience with accounting and or sales lead software is a plus • Be a people person • Exhibit keen listening • Have 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 your 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