We are eager to take our business to the next level by hiring an experienced insurance agent with a proven track record of maintaining and growing customer portfolios. You’ll hone your sales skills by forging strong relationships that serve as the foundation for our firm’s prestige, and we’ll give you the support you need to reach your earning potential. Embracing a personal approach to insurance sales gives candidates a leg up in this role, which includes developing strategies for promoting all types of new insurance contracts; making changes or additions to existing ones; and collecting key client information for risk profiles used to identify insurance plans for each unique individual. If you’re up for the challenge, apply now! Responsibilities: • Create tailored risk management strategies directly with clients that align with their risk profiles • Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients • Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers’ satisfaction • Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders • 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 Client Prospecting & Outreach • Identify potential clients through networking, referrals, and marketing. • Conduct outreach via phone, email, or in-person meetings. Client Needs Assessment • Meet with individuals, families, or businesses to evaluate their financial needs. • Analyze client goals and risk tolerance to determine appropriate coverage. Product Recommendations • Recommend suitable insurance products (e.g., life, disability, long-term care). • Explain policy details clearly, including benefits, terms, and costs. Sales & Application Processing • Guide clients through the application process. • Submit paperwork accurately and ensure compliance with underwriting requirements. Ongoing Client Support • Provide policy reviews and updates as clients’ needs change. • Assist with policy service, claims, and beneficiary changes. Training & Development • Attend ongoing training on products, sales strategies, and compliance. • Work closely with mentors or senior advisors for hands-on learning. Compliance & Documentation • Ensure all recommendations are compliant with regulatory and ethical standards. • Maintain accurate records of client interactions and transactions. Ongoing Responsibilities • Provide financial planning support to clients. • Support investment professionals to cultivate client relationships. • Prepare financial plans and check their accuracy. Qualifications: • Excellent communication, customer service, analytical, and interpersonal skills are necessary • Candidates should have basic computer skills and be able to use Microsoft Office programs • Demonstrated comprehension of the insurance industry, insurance products, risk management profiles, and associated state and federal regulations • Bachelor’s degree preferred; high school diploma required • Job seekers must have an insurance license • Bachelor's degree in finance or related field. • At least 1 year of industry experience. • Self-motivated. • Excellent interpersonal skills. Compensation: $100,000 - $130,000

• Client Prospecting & Outreach • Identify potential clients through networking, referrals, and marketing. • Conduct outreach via phone, email, or in-person meetings.Client Needs Assessment • Meet with individuals, families, or businesses to evaluate their financial needs. • Analyze client goals and risk tolerance to determine appropriate coverage.Product Recommendations • Recommend suitable insurance products (e.g., life, disability, long-term care). • Explain policy details clearly, including benefits, terms, and costs.Sales & Application Processing • Guide clients through the application process. • Submit paperwork accurately and ensure compliance with underwriting requirements.Ongoing Client Support • Provide policy reviews and updates as clients’ needs change. • Assist with policy service, claims, and beneficiary changes.Training & Development • Attend ongoing training on products, sales strategies, and compliance. • Work closely with mentors or senior advisors for hands-on learning.Compliance & Documentation • Ensure all recommendations are compliant with regulatory and ethical standards. • Maintain accurate records of client interactions and transactions.Ongoing Responsibilities • Provide financial planning support to clients. • Support investment professionals to cultivate client relationships. • Prepare financial plans and check their accuracy.