Financial Services Specialist

18 hours ago


Lake Mary, Florida, United States LionRock Financial Services Full time
About LionRock Financial

LionRock Financial Services is a rapidly growing independent life insurance agency founded in 2023. We are a Veteran-owned and minority-owned business.

We are one of the fastest growing agencies in the market, having achieved $1M in revenue in our first 7 months and pacing for $10M in sales by the end of 2024.

Our Unique Selling Point: Our exclusive lead generation system provides warm leads, allowing our financial advisors/agents to average 8-10 closed policies per week. In contrast, field agents typically average only 8-10 closed policies per month.

Our Sales Process: Our refined process has been tested over years of performance and thousands of calls, generating millions of dollars in revenue and commissions. The focus is on mastering the sales process and craft to maximize every opportunity. This consultative sales approach places the agent in the role of a Financial Advisor, with a one-call close and minimal follow-up required.

Achieving Success: Our agents are averaging $20k-$25k per month in issued premiums, tripling and quadrupling the performance stats of average life insurance agents making cold calls and running in-home appointments. Our supportive environment and leadership opportunities enable growth and development within the organization.

A Rewarding Career: If you're driven, ambitious, and passionate about helping families secure their financial future, we invite you to explore this high-performing sales team opportunity.

Key Responsibilities
  • Work exclusively with warm, inbound lead prospects receiving 8-15 calls per day.
  • Utilize a client-centric approach to sales and problem-solving skills.
  • Access rates from over 40 life insurance carriers to match prospects with suitable options.
  • Apply consultative selling techniques in conjunction with our proven sales process.

Requirements and Qualifications:

  • Meet state licensing requirements, including passing a background check.
  • Maintain the ability to afford or access financing for start-up capital investments.
  • Possess a strong analytical mindset and excellent communication skills.
  • Demonstrate integrity, accountability, and respect in all interactions.

Compensation: $50k-$75k annual salary, plus commission-based earnings potential, with opportunities for bonuses and residual income.



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