Insurance Executive

1 week ago


Cornelius, Oregon, United States Financial Independence Group, LLC Full time
Job Summary

We are seeking an experienced Insurance Executive to join our team at Financial Independence Group, LLC. As an Insurance Executive, you will be responsible for engaging with financial professionals to identify, design, and implement insurance solutions for their clients.

Key Responsibilities
  • Assist financial professionals in making recommendations that are appropriate, suitable, and in the best interest of the client.
  • Develop a solid understanding of the resources available from the FIG family of companies and partner firms.
  • Provide superior support to financial professionals, educating them on insurance solutions and meeting/exceeding expected service levels.
  • Work with a team to educate financial professionals and provide exceptional support.
  • Identify and implement insurance solutions that meet the needs of clients.
Requirements
  • Insurance licensed in resident state.
  • Experience as an insurance agent and/or financial professional.
  • 3+ years experience working with financial professionals (RIAs, BDs, financial planners, and independent insurance agents).
  • Experience with multiple product lines (annuities, life insurance, disability insurance, and care planning).
  • FINRA 6/7 license.
  • Strong verbal and written communication skills.
  • Ability to balance time working with a variety of advisors.
  • Perseverance, strong positive attitude, and repetition are all key strengths needed for optimal success in this role.
What We Offer
  • Salaried position with opportunity for bonus based on overall growth of FIG.
  • Health, dental, & vision coverage.
  • 401k plan.
  • Generous PTO plan.


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