Midwest Insurance Careers invites you to become part of our dynamic and forward-thinking team as a Financial Services Agent. Situated in the heart of Duluth, Minnesota, our hybrid remote work model combines the energy and collaboration found in our offices with the flexibility of working from home. We are dedicated to nurturing both personal and professional growth, ensuring our agents have the resources to thrive in a competitive market.
As a Financial Services Agent, you'll be at the forefront of delivering exceptional service, providing clients with bespoke financial and insurance solutions tailored to their specific needs. This role plays a crucial part in our commitment to maintaining a strong and supportive relationship with our valued clients. Midwest Insurance Careers is not just a workplace, but a place where your success is our success. If you're enthusiastic about making a substantial impact and are keen on professional development, we warmly invite you to join our team!
Salary Range: $130,000.00 - $150,000.00 per year
Annual Base Salary + Commission + Bonus Opportunities
Paid Time Off (PTO)
Disability Insurance
Retirement Plan
Parental Leave
Flexible Schedule
Hands on Training
Health Insurance
Tuition Reimbursement
Dental Insurance
Mon-Fri Schedule
Vision Insurance
Career Growth Opportunities
Life Insurance
Licensing: Must hold a valid Minnesota Insurance Producer License or be willing to obtain one within a designated time frame.
Experience: A strong background in financial services or insurance sales is preferred, but candidates with a keen interest in these fields are encouraged to apply.
Communication Skills: Excellent verbal and written communication skills, with the ability to make complex financial information accessible and engaging.
Customer Service: Demonstrated proficiency in building and maintaining client relationships through exemplary customer service practices.
Goal-Driven: Possess a results-oriented mindset, with the ability to meet or exceed sales targets and performance metrics.
Adaptability: Comfortable working in a hybrid remote environment, with the capability to manage time and tasks effectively both in-person and virtually.
Tech-Savvy: Adept in using CRM systems, virtual communication tools, and financial planning software.
Client Engagement: Proactively reach out to potential clients and manage existing accounts, offering tailored financial solutions.
Financial Planning: Develop comprehensive financial plans that cater to the specific needs of clients, ensuring their financial security.
Sales Optimization: Identify and capitalize on sales opportunities through cross-selling and encouraging product diversification.
Client Education: Educate clients on financial services products, ensuring they understand the benefits and features.
Relationship Cultivation: Build and maintain strong relationships with clients, fostering trust and long-term engagement.
Industry Knowledge: Stay informed about the latest financial trends and services to provide cutting-edge solutions to clients.