Disability Insurance Specialist

4 days ago


Baltimore, Maryland, United States Thompson Financial Group Full time
Job Opportunity

Thompson Financial Group is seeking a skilled Disability Insurance Specialist to join our team. As a key member of our financial services firm, you will play a crucial role in helping our clients navigate the complexities of Disability Insurance.

Key Responsibilities:
  • Conduct in-depth consultations with clients to understand their unique needs and develop tailored insurance solutions.
  • Maintain a portfolio of existing clients and identify new business opportunities through strategic sales and marketing efforts.
  • Stay up-to-date on industry developments and regulatory changes to ensure our clients receive the best possible advice.
  • Collaborate with colleagues to provide comprehensive financial planning and risk management services.
Requirements:
  • Valid Life and Health insurance license required.
  • Series 7, 66 or 63/65 licenses preferred.
  • Proven ability to prospect, generate leads, and close sales.
  • Strong computer skills, including proficiency in Microsoft Office.
  • Excellent time management and organizational skills.
About Us:

Thompson Financial Group is a respected financial services firm dedicated to helping our clients achieve their financial goals. We offer a supportive and collaborative work environment, with opportunities for professional growth and development.



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