Insurance Specialist

Job Description

Job Description

As a Insurance Specialist, you will build long-term relationships with clients, helping them navigate their financial futures.

Responsibilities :

• This role combines sales, consulting, and financial planning, supported by one of the most respected names in the industry
• Identify and develop new client relationships through networking and referrals
• Assess clients’ financial goals and create personalized strategies
• Offer a full range of financial products including life insurance, annuities, mutual funds, and retirement plans
• Educate clients on risk management, investment options, and retirement planning
• Maintain compliance with regulatory standards and company policies
• Participate in ongoing training and professional development programs

Qualifications :

Sales experience (outside sales representative, retail sales associates) preferred

Strong Interpersonal, organizational, and communication skills

Self-Motivated, Detail Oriented

Communicates effectively, confidently, and is comfortable engaging all clients

Valid Life, Health, and Annuities License (Preferred)

Ability to work in a fast paced work environment

Job Type : Full-time

Benefits :

401(k)

401(k) matching

Dental insurance

Flexible schedule

Health insurance

Life insurance

Retirement plan

Vision insurance

Experience :

Sales : 2 years

Prospecting : 2 years

License / Certification :

Life & Health Insurance License (Preferred)