Disability Insurance Specialist
Thompson Financial Group
Baltimore, MD US
Posted ago
Thompson Financial Group

Are you a people person with keen listening skills, strong attention to detail, and a knack for navigating the finer details in business or financial plans? If so, we’re looking for you! We are seeking a definitive decision-maker who is eager to connect new, existing, and prospective clients with the insurance program that best meets their individual needs. This individual will focus on developing and building disability insurance sales while building a personal book of business while also coaching and participating in joint work opportunities with other advisors. Job seekers should be eager yet intuitive communicators with a demonstrated knowledge of different types of insurance policies and excellent organizational skills. If you are looking for a flexible full-time position that offers growth opportunities, significant earning potential, and plenty of variety, start your application today!

Responsibilities
  • Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities, and present insurance plan options tailored to their individual circumstances
  • Update bookkeeping systems, customer records, and sales databases to report your monthly and/or quarterly progress to goals to stakeholders
  • Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty
  • Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction
  • Work with policyholders to develop and deliver risk management strategies that fit their individual profiles
Qualifications
  • Demonstrated comprehension of the insurance industry, insurance products, risk management profiles, and associated state and federal regulations
  • Job seekers must have an insurance license
  • Some computer skills with ability to use Microsoft Office is required
  • High school diploma required; bachelor’s degree preferred
  • Experience with accounting and or sales lead software is a plus
Compensation
$75,000 at plan commission
About Thompson Financial Group

Thompson Financial Group is a financial services firm. Through comprehensive financial planning, we help our clients tackle the issues that matter, supporting them through the most important decisions of their lives. As one of the most respected financial advisory firms in Hunt Valley, our reputation thrives on our high level of customer satisfaction. Built upon the foundation of integrity and family, our company culture fosters personal growth and independence for our advisors, while still maintaining powerful support through mentoring, teaming, and technology. We invest our time and effort into our advisors to help them achieve their professional goals. We have a longstanding history of success in the Greater Baltimore area and are actively expanding into select markets to better serve our clients.

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