Life Insurance Agent

2 weeks ago

Jupiter, United States Magellan Financial & Insurance Services, Inc. Full time

Exciting Life Insurance Agent Role at Amerity Financial (www.AmerityFinancial.com)


About Us:

Amerity Financial, based in Lakeland, Florida, is a leading advisory firm known for its expertise in retirement planning, wealth management, and diverse financial services. Our innovative marketing and commitment to exceptional client service have propelled us to prominence. We are expanding and offering exciting career opportunities for Life Insurance Agents in Jupiter, FL, with a focus on comprehensive financial planning and retirement readiness. Our success is built on lasting relationships, community, and enhancing families' financial well-being nationwide.


What You Will Receive:

  • Monthly seminars at upscale restaurants, fully sponsored.
  • A personal office for client consultations.
  • Comprehensive back-office support for seamless business tracking and follow-ups.
  • Advanced technology and CRM systems for managing your sales cycle.
  • Regular sales meetings and training sessions with the whole team.
  • Personalized coaching sessions with top industry professionals.
  • A distraction-free environment allowing you to focus solely on client service and business development.


The Opportunity: Life Insurance Agent

We are seeking a Life Insurance Agent committed to making a significant impact, skilled in strategic financial planning, and with a strong sales background. As a trusted advisor, you will guide clients toward a secure and fulfilling retirement, supported by our robust marketing strategies and a steady stream of client engagements.


Your Role Involves:

  • Crafting tailored financial plans to fulfill clients' aspirations.
  • Leading clients through a comprehensive planning journey, from discovery to execution.
  • Utilizing a diverse toolkit of financial products to ensure client futures are secured.
  • Building lasting relationships that extend beyond financial advice, making clients feel valued and part of the Amerity family.


Who We're Looking For:

  • A strong commitment to client success and strategic financial planning.
  • A valid Life and Health Insurance License.
  • Demonstrated sales prowess and closing capabilities.
  • A mix of experience in financial planning and eagerness to delve deeper into the field.
  • An open-minded, ambitious, and team-oriented individual.


Our Offer:

Joining Amerity Financial offers more than just a new job—it’s an opportunity for personal growth, meaningful contributions, and a key role in our mission to improve our clients' financial health. We provide paths for career advancement, personal development, and significant opportunities to aid in our clients' financial success.


Please note: This position is for those prepared to make a significant in-person impact in Florida.


Amerity Financial is devoted to fostering a diverse and inclusive work environment. We are an equal opportunity employer, welcoming applicants from all backgrounds to join our team.

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