In this role, you will provide personalized financial solutions to clients, helping them secure their financial future and achieve their financial goals. This is an exciting opportunity for individuals who have a passion for relationships through life insurance products and financial services.

As a Financial Services Agent, you will work closely with the agency and clients to assess their financial needs, recommend appropriate insurance and financial products, and develop tailored plans that align with their objectives. We offer comprehensive training and support to help you excel in your role and build a successful career in the financial services industry.

Salary Range: $2,500.00 - $5,000.00 per month

Benefits

Monthly Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Mon-Fri Schedule

Career Growth Opportunities

Experience in financial services or a related field is preferred

Strong sales and customer service skills

Excellent communication and interpersonal skills

Ability to analyze financial data and present information clearly

Self-motivated with a strong entrepreneurial spirit

Willingness to obtain necessary licenses and certifications (SIE, Series 6 & 63)

Commitment to ongoing professional development and learning

Build and maintain relationships with clients to understand their financial needs and objectives

Provide expert advice on a range of financial products, including life insurance, retirement plans, and investment strategies

Conduct financial assessments and develop customized strategies for clients

Educate clients about various financial products and services

Monitor market trends and adjust client portfolios as necessary

Prospect for new clients through current agency network, referrals, and community engagement

Ensure compliance with all regulatory requirements and company policies

We are a full service, multiline insurance and financial services agency that loves building lasting relationships with our clients. We value our local community and are huge proponents of shopping local and providing local services. We also hold dear the concept of volunteerism by donating time and money to local causes. The atmosphere at the agency is refreshing since it is friendly and family oriented. We look forward to hearing from you!