Licensed Insurance Sales

4 weeks ago


Tampa, United States NYL-Jian Guan Full time

- Position: Licensed Insurance Representative - Location: Tampa, FL, US - Job Responsibilities: * Provide financial advice to clients * Demonstrate excellent communication, customer service, and organizational skills * Possess deep knowledge of financial processes, data assessment, and risk evaluation * Develop Insurance financial plans for customers * Stay informed about market trends * Offer investment advice and guidance - Additional Requirements: * Ability to pursue professional designation at The American College Responsibilities: • Establish and nurture strong relationships with clients, offering financial advice and guidance tailored to their needs • Gather personal financial information and the necessary documentation to craft personalized financial plans • Utilize various marketing tools to identify and attract qualified prospects effectively • Implement proactive strategies, including social media initiatives, to engage with clients • Leverage cutting-edge technology and expert guidance to deliver beneficial financial solutions • Engage in field development systems to enhance outreach and prospecting efforts • Receive weekly activities stipend payout • Benefit from monthly training and expense allowances to support continuous development • Hone skills and expertise in prospecting effectively Qualifications: People who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. • Strong relationship management skills and experience required • The ability to successfully network to prospect new potential clients is a must • Bilingual preferred. But not necessary • The candidate must be an accomplished communicator with strong verbal and written skills • Networking, event skills • People person, able to connect and build relationships with client • simply willing to work hard and strike for excellence • Outreach, field prospecting activities Compensation: 120,000

• Establish and nurture strong relationships with clients, offering financial advice and guidance tailored to their needs • Gather personal financial information and the necessary documentation to craft personalized financial plans • Utilize various marketing tools to identify and attract qualified prospects effectively • Implement proactive strategies, including social media initiatives, to engage with clients • Leverage cutting-edge technology and expert guidance to deliver beneficial financial solutions • Engage in field development systems to enhance outreach and prospecting efforts • Receive weekly activities stipend payout • Benefit from monthly training and expense allowances to support continuous development • Hone skills and expertise in prospecting effectively



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