Job Description

Job Description

Can Attach and send company pay structure

Title: Insurance Producer for Holistic Clinic Owners

Description:

I am an insurance producer working for a company represented by Transamerica. I currently teach a Zoom bi-weekly class to holistic clinic owners about properly setting up a FFIUL or organizing their finances to best suit their independent practices. I cover not just coverages and riders FFIUL's provide; but using it a variable account to secure a floor minimum for their retirement plans.

I am an independent broker so I work with 1000's of insurance agencies to secure the best rates, policies, and minimums for my clients. We are genuinely trying to help these individuals by diversifying their savings and giving suggestions so their businesses and passings go into probate.

I have around 200 students every 2 weeks and around 20-30 of those students move forward with consultations. I have around a 85% conversion rate on these high net yield individuals (since we are actually fixing broken policies and rolling over old 401k's and Roth IRA's).

I am looking for a diversified team, multi-lingual is a plus. I am looking for individuals currently with an Insurance Producers license in the US that can be signed up under my team.

Job Duties:

• Conduct free consultations with holistic clinic owners
• Collect data and information from clients
• Complete paperwork and policies
• Rollover old 401k's and Roth IRA's

Pay Structure:

• Rollovers pay 6%, which is split between the team members
• A payment structure will be outlined in the contract

Qualifications:

• Active or inactive Insurance Producers license in the US
• Strong communication and interpersonal skills
• Ability to build rapport with clients
• Fluent in English (other languages a plus)

If you are a caring individual with a chameleon-like personality and have the necessary qualifications, I encourage you to apply for this position. We are a team of genuine people who are passionate about helping others.

To apply, please send your resume and a cover letter with a personal note letting me know you read the above

Thank you for your interest!

Company Description

Sub Umbrella Company of Transamerica. Work as independent broker with 1000's of insurance companies

Company Description

Sub Umbrella Company of Transamerica. Work as independent broker with 1000's of insurance companies