We pride ourselves on providing exceptional financial and insurance services to our clients. With a strong focus on integrity, innovation, and personalized solutions, we aim to empower our clients to achieve their financial goals and secure their future. Join our team and become part of a company that values expertise, dedication, and client-centric service.
Position: Experienced Insurance Agent & Financial Services Specialist
Job Type: Full-Time
Salary: (Competitive salary with performance-based incentives)
Benefits:
- Comprehensive health, dental, and vision insurance
- Retirement plan with company match
- Paid time off and holidays
- Professional development opportunities
- Flexible work arrangements
Key Responsibilities:
- Develop and maintain strong relationships with clients, understanding their insurance and financial needs.
- Provide expert advice on insurance products, including life, health, auto, and property insurance.
- Analyze clients' financial situations and recommend appropriate financial products and services.
- Create customized insurance and financial plans that align with clients' goals and risk tolerance.
- Conduct regular reviews and updates of clients' insurance policies and financial plans.
- Stay up-to-date with industry trends, regulatory changes, and market developments.
- Generate new business through referrals, networking, and targeted outreach.
Qualifications:
- Proven experience as an insurance agent and financial services specialist.
- Relevant licenses and certifications required (e.g., state insurance licenses, CFP, etc.).
- Strong knowledge of insurance products, financial planning, and investment strategies.
- Excellent communication and interpersonal skills with a client-focused approach.
- Ability to analyze complex information and make sound recommendations.
- Demonstrated success in meeting or exceeding sales targets and goals.
- Proficiency with industry software and tools.
Preferred Skills:
- Bachelor’s degree in Finance, Business, or related field.
- Experience with CRM systems and financial planning software.
- Advanced certifications or designations (e.g., CLU, ChFC, etc.).
How to Apply: Interested candidates should submit their resume, cover letter, and references to (email address) with the subject line “Experienced Insurance Agent & Financial Services Specialist Application – (Your Name)”. Applications will be reviewed on a rolling basis until the position is filled.
We are an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
We look forward to welcoming a dedicated and experienced professional to our team who is ready to make a difference and drive success in our clients' financial and insurance endeavors.