Field Agent

Company Description

Pinnacle Financial Group, Inc. is a boutique insurance and investment services company located in Weston, FL. The company specializes in offering personalized insurance and investment solutions to ensure financial well-being for HNW individuals, business owners, doctors, and retirees. Their services include life insurance, disability insurance, Medicare, long-term care insurance, and retirement strategies. The company takes pride in building long-term relationships with clients based on trust, integrity, and transparency.

Role Description

This is a full-time hybrid role for a Senior Agent at Pinnacle Financial Group, Inc. The Senior Agent will be responsible for day-to-day tasks, including meeting with clients and developing customized strategies for their insurance and investment needs. This role will be located in Weston, FL, but some work-from-home is acceptable.

Qualifications

• Strong communication and interpersonal skills
• Experience in the insurance and investment industry
• Expertise in life insurance, disability insurance, Medicare, long-term care insurance, and retirement strategies
• Ability to develop and maintain relationships with clients
• Strong analytical and problem-solving skills
• Ability to work independently and as a part of a team
  

Preferred but not required

• Bachelor's degree in Finance, Business, or related field
• Professional designations such as Certified Financial Planner (CFP) or Chartered Life Underwriter (CLU) are a plus

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