Life Insurance Specialist

2 weeks ago


Florida, United States Magellan Financial & Insurance Services, Inc. Full time
About Us

At Magellan Financial & Insurance Services, Inc., we are dedicated to safeguarding the financial futures of our clients. Built on a foundation of expertise, knowledge, and unwavering integrity, we proudly serve clients throughout their retirement journeys. Our mission is to protect retirement savings and provide financial stability in today's economy.

The Role

As a Life Insurance Agent at Magellan Financial & Insurance Services, Inc., you will play a crucial role in helping clients secure their financial futures. You will guide clients through our comprehensive retirement planning process, developing personalized strategies that include fee-based investments, fixed-indexed annuities, and life insurance to ensure long-term financial security.

Key Responsibilities
  • Lead clients through detailed and customized financial planning processes.
  • Develop and implement tailored financial strategies to meet individual client needs.
  • Utilize a variety of financial products, including fixed-indexed annuities, and life insurance.
  • Specialize in retirement planning and insurance solutions.
What We're Looking For
  • Active Florida 2-15 Life, Health, and Annuity License. (Required)
  • 2-3 years of experience in client-facing roles.
  • Actively using fixed-indexed annuities and life insurance products in planning philosophy.
  • Strong sales, closing, and communication skills.
  • Hard-working, money-motivated, and driven by a passion for helping others achieve financial success.
  • (Bonus - Not Required) Active Series 65 or 66 License.
What We Offer
  • Fully sponsored monthly seminars at upscale restaurants.
  • A private office for conducting one-on-one client meetings.
  • Full back-office support for business tracking and client follow-ups.
  • Advanced technology and CRM tools to streamline your sales process.
  • A professional, client-focused environment designed to support your business growth.

We are committed to creating a work environment that values your expertise, dedication, and passion for helping others. If you are a motivated and results-driven individual who is passionate about financial security, we encourage you to apply for this exciting opportunity.



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