Insurance Broker: Financial Services Expert

13 hours ago


Savannah, Georgia, United States Alchemy Financial Group Full time

P. R. Financial is a leading independent marketing organization (IMO) in the financial services industry, specializing in insurance and retirement solutions. As an Insurance Broker, you will serve clients by acting as their independent advisor and broker for products in life insurance, health insurance, and more.


Our approach is centered around empowering our agents to succeed. We provide a platform, training, and mentorship to help them become our partners. We value our people and want to see them thrive.


Key Responsibilities:

  • Evaluate clients' insurance needs and risk profiles to create tailored solutions.
  • Provide exceptional customer service, including onboarding, eligibility, and policy management.
  • Maintain accurate records and bookkeeping.

Requirements:

  • Excellent interpersonal, communication, and leadership skills.
  • Must be 18 years or older.
  • Active driver's license.
  • Coachable, detail-oriented, and a team player.
  • Possesses outstanding interpersonal and communication skills.
  • An active Life Health insurance license is a strong bonus but not required.
  • Previous customer service experience preferred.

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