Financial Services Professional
4 days ago
We are a part of the fastest-growing insurance organization in the country, focusing on getting agents paid quickly, keeping costs minimal, and providing the necessary training and support for success.
The estimated salary for this role is $60,000 to $80,000 per year, depending on performance and location.
Key Responsibilities- Client Outreach: Reach out to potential clients who have previously requested coverage with our company to schedule meetings and discuss their mortgage protection options.
- Research and Customization: Research client information to customize mortgage protection plans that meet their financial needs in case of death or disability.
- Meetings and Presentations: Meet with clients virtually or in-person to present their options, discuss details, and help them apply for coverage.
- Administrative Tasks: Follow up with insurance carriers to facilitate client applications through underwriting.
We seek coachable, challenge-seeking, self-disciplined individuals with a growth mindset. A strong skill set is essential for this position.
Benefits and Opportunities- We serve people: Every week, we work closely with our clients to understand their financial situations.
- We protect our clients: We partner with top-rated insurance companies to create personalized plans that protect their largest asset - their ability to earn an income.
- We grow: As a personal development company that sells insurance, we strive to make a generational impact in the lives of our clients, agents, and community.
We prioritize a people-first mentality that starts and ends with our agents. Our comprehensive benefits and industry connections provide our agents with the resources they need to excel inside and outside of work.
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