SERIES 63 Licensed Life and Health Agents

4 weeks ago


Las Vegas, United States Batorski Stevens & Associates Full time
Job DescriptionJob Description

We are seeking a SERIES 63 Licensed Life And Health Agents - LEADS AVAILABLE FOR TRUSTS to join our team You will be responsible for expanding your company's book of business by selling various types of trusts and indexed annuity insurance policies to new and existing clients.

Responsibilities:

  • Present to large audiences (100+) of individuals looking to protect their wealth from probate
  • Enroll clients in revocable trusts and wills prepared by our nationally recognized law partner
  • Develop and calculate suitable plans based on clients' exposure to protect their assets
  • Resolve client inquiries by partnering with a national team of legal experts
  • Expand business reach through networking techniques
  • Comply with insurance standards and regulations
  • Follow up with each attendee of trust seminars run in your area

Qualifications:

  • Previous experience in insurance, customer service, or other related fields
  • Ability to build rapport with clients
  • Deep experience designing and implementing fixed indexed annuity plans for clients
  • Excellent written and verbal communication skills
  • Ability to prioritize and multitask
  • Series 6, Life and Health license. Series 63 helpful but not required.
  • If you are a licensed notary, also a plus
Company DescriptionWe are a highly rated Life Agency serving all 50 States. National Association of Women Business Owners (NAWBO) Award recipient for our innovative business model and growth opportunity. Hard work and dedication will result in positive and satisfying growth culture. Mentors and leadership with 25 years experience. Daily training and support resources.Company DescriptionWe are a highly rated Life Agency serving all 50 States. National Association of Women Business Owners (NAWBO) Award recipient for our innovative business model and growth opportunity. Hard work and dedication will result in positive and satisfying growth culture. Mentors and leadership with 25 years experience. Daily training and support resources.

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