Insurance Broker

6 days ago

Augusta, Maine, United States Alchemy Financial Group Full time

About Alchemy Financial Group

We are an independent marketing organization (IMO) in the financial services industry, specializing in the insurance marketplace. Our mission is to provide exceptional service to our clients by acting as their independent advisor and broker for products in life insurance, health insurance, retirement, annuities, Medicare, senior benefits, and more.

Our Approach

We believe in empowering our agents with the tools and training they need to succeed. Our platform provides a supportive environment for our agents to grow and develop their skills, with a focus on mentorship and partnership.

Job Responsibilities

  • Evaluate new customers' insurance needs, risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience.
  • Provide exceptional customer service while onboarding new clients and maintaining existing relationships, including booking appointments, responding to inquiries, and addressing insurance-related questions.
  • Ensure accurate and up-to-date records and bookkeeping.

Qualifications

  • Excellent interpersonal, communication, leadership, and management skills.
  • Must be 18 years or older.
  • Active driver's license.
  • Must be coachable, detail-oriented, and a team player.
  • Possesses outstanding interpersonal and communication skills.
  • An active Life Health insurance license is a strong asset, but not required.
  • Previous customer service experience is preferred.

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