As a Insurance and Investment Advisor, you will be responsible for generating your own leads and building a client base from the ground up.
This is a 100% commission-based role, offering you the freedom to set your own income and career trajectory. Your success will be driven by your ability to prospect, network, and establish long-term relationships with clients.
Key Responsibilities :
Prospect and generate leads through networking, referrals, and other client acquisition strategies.
Conduct comprehensive financial needs analyses to develop tailored solutions for clients.
Educate clients on a variety of financial products, including life insurance, investments, and retirement plans.
Build and maintain long-term relationships with clients, providing ongoing support and service.
Stay current with industry trends, regulations, and product knowledge to best serve your clients.
What We Offer :
Unlimited Earning Potential : Your income is determined by your efforts, with a 100% commission structure.
Entrepreneurial Freedom : Build your own business and client base with the flexibility to work on your own terms.
Comprehensive Training and Support : Access to ongoing training, mentorship, and resources to help you succeed.
Career Advancement : Opportunities to grow within the company and potentially build your own agency.
Diverse Product Offerings : Access to a wide range of financial products to meet the varied needs of your clients.
Qualifications :
Previous experience in sales, finance, or insurance is highly beneficial, but not required.
Strong prospecting, networking, and relationship-building skills.
Self-motivated, entrepreneurial mindset with a drive to succeed.
Excellent communication and interpersonal skills.
Ability to work independently and manage your own time effectively.