Career Opportunities
We are looking for talented new Team Members who are ready to apply their knowledge and positive energy for the best benefit of our Clients and Teams.
If you can see yourself as a Financial Advisor or an Insurance Agent and/or are looking to build and lead your Team – please connect with us to discuss your career advancement opportunity.
CERTIFIED FINANCIAL PLANNERS
INSURANCE AGENTS – GROW YOUR CAREER WITH EXCELLENT TRAINING AND INCOME POTENTIAL WITH THIS HIGH-COMMISSION BASED OPPORTUNITY
Responsibilities
Client Engagement: Actively reach out to prospective clients, understanding their insurance needs and providing knowledgeable advice.
Sales Fulfillment: Dedicate effort to converting leads into satisfied policyholders by meeting their unique requirements.
Relationship Management: Maintain and nurture relationships with existing clients to ensure retention and ongoing satisfaction.
Product Knowledge: Develop a thorough understanding of our product offerings to effectively assist clients in choosing suitable plans.
Goal Achievement: Consistently meet or exceed sales targets and contribute to team success.
Documentation: Ensure accurate and timely documentation of all sales activities and interactions with clients.
Requirements
Licensing: Must hold a current Virginia Property & Casualty License or be willing to obtain a license within a specified timeframe.
Experience: Proven track record in insurance sales or a related field preferred but not required.
Communication Skills: Excellent verbal and written communication skills with a proactive approach to customer engagement.
Customer-Centric: Demonstrated ability to build and maintain strong client relationships.
Adaptability: Ability to thrive in a hybrid remote work environment.
Analytical Skills: Capable of assessing client needs and designing tailored insurance solutions.
Team Collaboration: Works well in team settings, contributing to a positive and collaborative environment.
Technological Proficiency: Comfortable using CRM systems, Microsoft Office, and remote collaboration tools.
