Stephens Williams J. Insurance Agency LLC
Financial Security Advisor
Job Overview
Premier Financial Consultant (High Growth Opportunity)
Are you an ambitious and licensed Insurance Sales Producer ready to transition from merely selling policies to becoming a true holistic financial security consultant?
We are seeking an exceptional producer who can leverage our unique platform to build a vast book of business by cross-selling a comprehensive suite of financial, insurance, and lending products. This role is designed for a top performer seeking uncapped earning potential and a clear path for executive-level career advancement.
Salary Range: $45,000.00 - $65,000.00 per year
Benefits
Hourly Base Salary Based on Experience
Paid Time Off (PTO)
Health Insurance
Career Growth Opportunities
Retirement Plan
Mon-Fri Schedule
Hands on Training
Life Insurance
Vision Insurance
Dental Insurance
Requirements
Qualifications
Mandatory Licenses: Active State P&C and Life/Health Insurance License is required.
Investment Licensing: Current FINRA Series 6/7 and/or 63/65 is strongly preferred. Candidates without these licenses must commit to obtaining them within the first 90 days of employment (study materials and support provided).
Mortgage Licensing: Current NMLS License is highly desirable. Candidates without the license must commit to obtaining it within the first 120 days of employment (study materials and sponsorship support provided).
Experience: Minimum 3-5 years of proven, documented success as a multi-line Insurance Sales Producer.
Metrics Driven: A track record of achieving sales quotas, specifically demonstrating success in multi-line policies and/or financial product cross-selling.
Communication: Exceptional presentation and negotiation skills. The ability to articulate complex concepts (e.g., variable annuities, commercial coverage limits) simply and persuasively.
Responsibilities
Key Responsibilities and Impact
Holistic Client Consultation: Conduct in-depth financial reviews with clients to identify and prioritize needs across protection (P&C/Life), wealth accumulation, and lending.
Integrated Cross-Selling: Seamlessly present and close sales on our full product spectrum, driving an exceptionally high client product penetration rate:
P&C Insurance: Personal Lines (Auto, Home, Umbrella) and Commercial Lines (BOP, General Liability, E&O).
Life Insurance: Advanced Term, Whole Life, and IUL strategies for wealth transfer and income protection.
Retirement & Investment Products: Annuities (Fixed, Indexed, Variable), Mutual Funds, and employer-sponsored retirement plans (401(k), SEP-IRA). (Note: FINRA licensing is required or must be obtained within 90 days.)
Mortgage Solutions: Offer a full suite of Residential and Commercial Mortgage Products such as VA, FHA, DSCR, and Construction Loans. (Note: NMLS licensing is required or must be obtained within 120 days to participate in the origination and advising process.)
Proactive Business Development: Utilize agency-provided warm leads generated from mortgage and retirement referrals, while actively developing personal networking and community engagement strategies.
CRM and Technology Proficiency: Master our cutting-edge integrated CRM platform (e.g., Salesforce or Applied Epic) to efficiently manage pipeline, track cross-sell ratios, and ensure a high level of client follow-up and retention ($90%+ target).