Insurance and Annuities Consultant

2 weeks ago


Montgomery, Alabama, United States VenSure Financial Group Full time
Job Overview

At VenSure Financial Group, we prioritize personalized support to empower your success in the financial services sector. Our mentorship initiative connects you with a seasoned professional committed to fostering your career development. You will receive customized guidance, practical training, and ongoing assistance to confidently navigate the life insurance landscape. Our extensive training program features weekly interactive sessions and a 24/7 video resource library, ensuring you have access to essential tools at your convenience.

What We Provide:

  • Flexible remote work options from your home or office.
  • A diverse selection of over 80 insurance and annuity providers.
  • Competitive compensation – Contracts starting at 70% and reaching up to 100%.
  • Incentives and bonuses based on unlimited downline Executive Vice Presidents.
  • Dedicated mentoring and coaching – A personal mentor will be assigned to support your journey.
  • Equity participation in the growth of VenSure Financial Group.
  • Ownership of your client portfolio from day one.
  • Agency ownership with the option to transfer to family or beneficiaries.
  • Company-sponsored trips and recognition for agents and their teams.
  • Top-tier marketing and CRM tools – Sales Team Pro 2.
  • Access to aged and real-time leads at discounted rates.
  • Advanced technology, quoting tools, and administrative support.
  • Policy/Case Manager to assist with applications and expedite underwriting processes, allowing agents to focus on business growth.
  • Complimentary website.
  • A professional support team available for assistance with client inquiries, including taxes, estate planning, and legal matters.
  • RVP Point Person to aid in running illustrations and refining complex financial scenarios.

The role involves assisting clients in understanding and acquiring life insurance and annuity products tailored to their needs. Key responsibilities include:

  1. Client Consultations: Engage with clients to evaluate their financial circumstances, insurance requirements, and objectives.
  2. Product Recommendations: Suggest appropriate life insurance solutions based on client preferences.
  3. Policy Sales: Facilitate the sale of life insurance products, clarifying terms, coverage, and benefits.
  4. Application Assistance: Support clients in completing applications and submitting them to insurers.
  5. Market Awareness: Stay updated on industry trends, including new offerings and regulatory changes.
  6. Networking: Build and maintain a network of potential clients through referrals and marketing initiatives.

Successful candidates will demonstrate strong interpersonal skills, meticulous attention to detail, and the ability to comprehend intricate financial products.

Ideal Candidate Profile:

Must hold or be willing to obtain a Life Insurance License.

Proven sales and networking abilities.

Exceptional communication and interpersonal skills.

Self-motivated and disciplined.

Previous experience in sales or insurance is advantageous but not mandatory.

A strong desire to cultivate a successful business.

Company Overview

VenSure Financial Group is an independent financial services agency dedicated to serving our clients and agents. We are committed to providing the highest quality of service for both our clients and agents regarding their financial futures and security. We have thoroughly analyzed the challenges faced by agents in the financial services industry, as well as the difficulties encountered by clients. Our mission is to eliminate these challenges for both parties. We strive to offer everything our competitors do, without the associated difficulties. Our clients and agents benefit from a comprehensive team of skilled professionals guiding them toward financial independence. We are dedicated to excellence and professionalism while ensuring an enjoyable experience along the way.



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