About PR Financial

Plan Right 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.

Why work here?

• Access to over 20 companies and over 50 products to fit your client's needs

• Inventory of client leads (in house leads)

• Make approximately $400 per life insurance sale

• Have personalized coaching from Day 1

• Opportunities for advancement

About the Insurance Sales Representative position

We are looking for a competitive Insurance Sales Representative to help us expand our business by actively seeking and acquiring new clients. You will identify their needs and demands and sell accordingly.

The goal is to formulate strong relationships to ensure growth and preserve and augment our firm's prestige.

Insurance Sales Representative responsibilities are:

• Implementing strategies to sell insurance

• Building rapport with customers

• Getting details from customers to fully assist them

• Being fully aware of the company's services/policies

• Working accordingly with company policies

Insurance Sales Representative requirements are:

• Experience within this field

• Good understanding of insurance plans/policies

• Computer savvy

• Motivational

• Communication skills should be excellent

• Good at building rapport with customers and persuading individuals

• High school diploma or BA/BSc degree in Marketing or a related field