Licensed Insurance Agent – Financial Services

Position Overview

We are seeking a motivated and professional Licensed Insurance Agent to join our growing team. In this role, you will work directly with individuals and families to help them understand financial strategies related to protection planning, retirement planning, and long-term wealth development.

This position is ideal for candidates who are client-focused, growth-oriented, and interested in building a career in financial services.

Key Responsibilities

Meet with prospective clients to assess financial goals and needs

Educate clients on available financial protection and retirement strategies

Present customized financial solutions based on client objectives

Maintain ongoing relationships and provide client service support

Complete required documentation and ensure compliance standards are met

Participate in training and professional development programs

Collaborate with team members and leadership to achieve performance goals

Qualifications

Strong communication and interpersonal skills

Professional demeanor and ethical mindset

Self-motivated with strong time management skills

Ability to work independently and in a team environment

High school diploma or equivalent (Bachelors degree preferred but not required)

Must be eligible to obtain required state licensing (if not already licensed)

Preferred (Not Required)

Background in sales, customer service, banking, or financial services

Active Life & Health Insurance License or willingness to obtain

Experience working with clients in a consultative environment

What We Offer

Structured training and mentorship

Professional development support

Flexible scheduling options

Advancement opportunities based on performance

Supportive team environment

Equal Opportunity Statement

We are committed to providing equal employment opportunities to all applicants and employees in accordance with applicable laws and regulations.