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. Job seekers should be eager yet intuitive communicators with a demonstrated knowledge of different types of insurance policies and excellent organization 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!

• No Cold Calls
• Leads available

• Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers’ satisfaction
• Develop and deliver risk management strategies for each customer based on their risk profile
• 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
• Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients
• Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders

• Warm call prospective clients
• Set appointments either virtually or face to face
• Show clients their options

• Job seekers must have an insurance license
• Working knowledge of the insurance industry, insurance products risk management profiles, and related state and federal regulations
• Strong interpersonal skills, communication skills, customer service skills, and analytical skills are required
• Bachelor’s degree preferred; high school diploma required
• Some experience with accounting or sales lead software is beneficial

• Able to Broker 20+ carriers
• Strong leadership skills
• Self-motivated
• Individuals with business development and entrepreneurial mindset
• Willing to attend weekly training calls
• Must be a "go-getter"

Our organization is committed to serving both clients and team members in the life insurance industry. Our two-part mission is to provide people across the nation with the financial solutions they need to protect their families and secure their futures. Through our partnerships with industry-leading carriers/insurance companies, we offer our team a portfolio of products that instills pride when providing solutions to clients. We diligently follow up with families who have requested assistance and collaborate with them to create a customized solution that aligns with their unique needs and budget.

We provide our team with a proven platform that accelerates their business and enables them to achieve their financial objectives.