PlanRight Financial is an independent marketing organization (IMO) in the financial services industry; specifically in the insurance marketplace. We serve clients by acting as their independent advisor and broker for products in life insurance, health insurance, retirement, annuities, medicare, senior benefits and more. PlanRight is remaking the industry for agents by agents. Each agent owns their book of business. We would love for you to join us!
Our approach is simple. We believe in our people, we provide them a platform, we train them how to be great, mentor them into maturity, and cheer them on the way to becoming our partners. We want partners, not employees.
About the Life Insurance Broker position
We are looking for a skilled Insurance Broker to join our team and help us with managing our business development activities. Your duties will include finding new clients as well as promoting and selling company's insurance plans. We expect you to efficiently build and maintain long-term relationships to ensure the stability of company's revenues and growth.
Insurance Broker responsibilities are:
• Consult clients about befitting risk management strategies
• Develop effective marketing strategies to sell insurance plans to current or new clients
• Explore the needs of business or individual customers and propose them plans or other services
• Find opportunities and build relationship with potential customers Using networking, cold calling and other methods
• Review insurance claims to ensure fair dealing and satisfaction
• Prepare regular reviews of progress and present them to interested parties
• Organize bookkeeping systems, database and records
• Meet your goals in finding new clients and selling insurance products and services
• Stay informed about market trends and updates in the field of insurance products and services
• Follow company's policies and ensure the compliance with applicable legal requirements
Insurance Broker requirements are:
• 1+ years' experience of working on an Insurance Broker position
• Good experience in providing client-focused solutions and building customer relationships
• Experience of working with major kinds of insurance plans including automobile, fire, life, property, medical and so on
• Good knowledge of computers and statistics methods
• Strong communication, presentation and sales skills
• Results-driven and able to work without supervision
• High school or BSc degree; professional certification will be a bonus
Job description
Our organization is growing and expanding so fast into new territories we're looking for Life Insurance Agents and Remote Sales Representatives we can build around.
No Sales or Industry Experience Required - we will teach, coach, and train you 100%
Average first-year income for our new life insurance agents is 75-95k; however, there is no cap. Some Sales Representatives make well over 100k their first year.
Benefits & Rewards for Insurance Broker
• No Cost trips for Qualified Life Insurance Agents
• Real opportunity for advancement
• No Cap Income
• Legitimate brokerage with access to both products and experts to train you
• Hands-ON, real time training with real people- not just internet modules with limited interaction
Requirements for Insurance Broker
• Be willing to be trained in our proven platform of success.
• Preferred: A track record with a good work ethic.