About the Role
This role involves building client relationships to assess insurance and financial needs, recommending suitable products, and providing ongoing service to support long-term client security.
Responsibilities
- Identify and engage potential clients to discuss insurance and financial goals
- Conduct needs analyses to determine appropriate coverage options
- Present customized insurance and financial product recommendations
- Assist clients with policy applications and documentation
- Maintain accurate client records and follow-up schedules
- Educate clients on risk management and protection strategies
- Develop a sustainable pipeline of new business through outreach
- Host informational meetings and client events
- Stay current on product offerings and regulatory requirements
- Collaborate with underwriting and support teams to ensure smooth service delivery
- Monitor client policy renewals and recommend updates as needed
- Address client inquiries and service requests promptly
- Track sales activities and performance metrics regularly
- Adhere to ethical and compliance standards in all client interactions
- Build relationships with community organizations and professional networks
- Use technology tools to manage client data and communications
- Support financial planning discussions alongside insurance solutions
- Maintain active insurance licenses and complete continuing education
- Respond to changes in client circumstances with timely adjustments
- Promote client retention through consistent engagement
- Follow company protocols for sales processes and documentation
- Contribute to team goals and share best practices
- Seek feedback to improve client service delivery
- Manage time effectively to balance prospecting and servicing
- Uphold a professional public image in the local market
Compensation
Competitive base pay plus performance-based incentives and commission structure.
Work Arrangement
Hybrid with field-based client interactions and occasional office or virtual meetings.
Team
Independent agent role with access to regional support, training, and marketing resources.
Why This Role Matters
- Help individuals and families protect what matters most through personalized insurance planning.
- Play a key role in strengthening financial resilience in the community.
- Opportunity to build a lasting client base with meaningful impact.
Growth and Support
- Access to training programs for product knowledge and sales techniques.
- Mentorship from experienced professionals in the field.
- Marketing support to help establish local visibility.
Not available
