Annuities and Term Depository Account Executive

2 weeks ago


Pompano Beach, United States Helping Hands Insurance Agency Full time
Job DescriptionJob DescriptionBenefits/Perks:
  • Competitive Pay
  • Professional Development
  • Quality Leads Provided
  • Business Casual Atmosphere 
Job Description: Don’t apply for this position unless you are 100% serious about being successful. What we do is not for everyone. 

We are currently looking for licensed agents that are: personable, diligent, articulate, coachable, disciplined, self-motivated, and driven. 

This is not a multi-level marketing insurance agency. Your income will not rely on recruiting and training others. You will only be responsible for yourself. This position is designed for agents who want to utilize their license in the most efficient way possible by selling annuities and term depositories. You will be responsible for selling, closing, and managing high ticket accounts through investing and annuities.

You will be scheduling, consulting, and closing your clients on the phone, over zoom, and/or in person. 

Working at the office is mandatory. Most necessary equipment will be provided for you, though, you must have your own transportation and smart phone. We are seeking exceptional individuals to close our extremely high-quality leads that will be provided to you free of charge once you have completed training and undergone a final assessment. 

As a closer, you will be nurturing your pipeline daily while creating individual looms and customized investment strategies for your potential clients who will be more than a one call close.


Responsibilities
  • Must be on time everyday
  • Identify and develop new opportunities
  • Foster and maintain strong relationships with clients
  • Keep organized and thorough notes on everyone in your pipeline
  • Seek out and participate in networking events and opportunities
  • Create and track daily/weekly/monthly goals
  • Participate in continuing education and stay up-to-date with the latest industry trends
  • Adapt to innovative product offerings
  • Hold zoom meetings, create looms, and stay on top of emails 
  • Respond to clients in a timely fashion
  • Create a weekly status report on potential clients
Qualifications
  • 2-14 or 2-15 Insurance license
  • Series 65 preferred but not mandatory
  • Valid driver's license 
  • Strong sales, negotiation and rebuttal skills
  • Excellent verbal and written communication skills
  • Highly organized with excellent time management skills
  • Comprehensive knowledge of insurance industry products and offerings
  • Strong computer and technology skills 
  • Ability to break down and explain intricate topics to clients


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