Insurance Solutions Expert

5 days ago

Cornelius, North Carolina, United States Financial Independence Group, LLC Full time
About the Role

This is an experienced resource position that engages with financial professionals to identify, design, and implement insurance solutions for their clients. The successful candidate will assist financial professionals in making recommendations that are appropriate, suitable, and in the best interest of the client.

The role requires a solid understanding of the resources available from the Financial Independence Group family of companies and partner firms. The ideal candidate will be part of a team that educates financial professionals and provides superior support that meets/exceeds expected service levels.

Key Responsibilities
  • Engage proactively and reactively with financial professionals as part of a sales desk model during each business day.
  • Ability to learn and comprehend concepts and products quickly.
  • Educate financial professionals and clients regarding insurance solutions.
  • Educate financial professionals about sales/insurance concepts.
  • Leverage the full range of resources available at FIG to empower financial professionals.
  • Ability to communicate the FIG story and value proposition to financial professionals.
  • Provide professional, accurate, and courteous services that align with service level expectations.
  • Accountable to weekly and regular fast-paced metrics and service level standards.
Requirements
  • Insurance licensed in resident state - Required.
  • Experience as an insurance agent and/or financial professional - Strongly Preferred.
  • 3+ years experience working with financial professionals (RIAs, BDs, financial planners, and independent insurance agents) - Preferred.
  • Experience with multiple product lines - annuities, life insurance, disability insurance, and care planning - Preferred.
  • FINRA 6/7 license - Preferred.
  • Enjoy working with clients and financial advisors to implement insurance and annuity solutions as part of comprehensive financial planning.
  • Proven success working as part of a team and/or sales desk environment.
  • Perseverance, strong positive attitude, and repetition are all key strengths needed for optimal success in this role.
  • Ability to balance time working with a variety of advisors; including the ability to professionally work with difficult/challenging agents and clients.
  • Strong verbal and written communication skills.
  • Perseverance in completing tasks and communicating, knowing the prospect cycle may be tenuous.
  • Open-minded to taking direction. Willingness to provide feedback to improve processes.
What We Offer

This salaried position offers an opportunity for a bonus based on the overall growth of FIG. The position may be based at the FIG home office, or a remote location. Standard business hours are Monday - Friday (8:30am – 5:30pm ET). However, some individuals may work alternate hours to allow for additional coverage. Additionally, F.I.G. offers health, dental, & vision coverage, 401k, and a generous PTO plan.

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