Job Description

We want to add a motivated and personable new business partner to our insurance agent team who is seeking a new learning opportunity with lots of room for growth. The ideal candidate for our entry-level insurance agent position has the solid communications skills it takes to drive insurance sales among potential clients and new clients. Bring a friendly attitude and a passion for customer service, and we’ll invest our resources into training you to be a successful insurance sales representative! Responsibilities:

• Spend time listening to existing, new, and prospective clients to evaluate their needs and stage-of-life priorities before presenting insurance plan options for their specific circumstances
• Take ownership of ensuring there are accurate records of all necessary bookkeeping, client, and sales reports in order to track and communicate the status of assigned goals
• Remain updated about insurance industry changes that may affect customers in your portfolio
• Offer personal attention when pursuing new clients through various marketing strategies to grow your existing portfolio of policyholders
• Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs

Qualifications:

• Open to embracing the insurance industry and becoming educated about its relevant state and federal regulations
• Valid insurance license required or candidates must be willing to get licensed
• Must be proficient on Zoom

About Company: We’re on a mission to transform the financial landscape—one entrepreneur at a time. More than just building a business, we’re creating a movement of financial professionals who are passionate about making a difference. We believe that anyone, regardless of background or experience, deserves the opportunity to create a fulfilling and prosperous future. We provide the tools, training, and mentorship needed to help individuals thrive in the financial industry. When you join our agency, you become part of a dynamic, supportive community committed to helping families secure their financial future, achieve their dreams, and build lasting legacies. Whether you're seeking a new career path, additional income, or a way to create generational wealth, we’re here to help you make it happen.

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