Life Insurance Specialist/Producer

4 weeks ago


Tampa, Florida, United States Kestra Financial Independent Advisor Full time
Job Summary

We are seeking a highly skilled and experienced Life Insurance Specialist/Producer to join our team at Kestra Financial Independent Advisor. The ideal candidate will have a strong understanding of life insurance, executive benefits, and estate planning, as well as excellent communication and organizational skills.

The successful candidate will be responsible for cultivating new relationships, conducting insurance reviews, developing new business, and providing risk management strategies to clients. They will also be responsible for maintaining a CRM database, tracking personal commission, and staying up-to-date with continuing education and industry standards.

Qualifications

  • 2+ years of relevant industry experience
  • Current Florida 2-14/15 Life and Variable annuity license
  • Estate planning and case design experience preferred
  • Knowledge of Microsoft Office applications
  • Bachelor's degree in related field preferred
  • Excellent communication and organizational skills

Benefits

  • Competitive compensation based on experience and ability to contribute to the firm
  • Salary + Commission structure
  • 401(k) match with Safe Harbor
  • Profit Sharing Plan
  • Paid Time Off
  • All major holidays off
  • Employer paid Health, Dental and AD&D Insurance
  • Group voluntary Vision, Life and Disability Insurance


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