Life and Health Insurance Agent

Join Our Growing Team at Prosperous Advisors !

Who We Are :

At Prosperous Advisors , we create financial turning points for businesses and individuals by simplifying their health benefit plans, wealth & financial plans, and their risk & liability transfer plans .

We are looking to add a Life & Health Insurance Agent to join our team and contribute to our rapid growth !

Our firm and associated insurance agencies have been serving clients since 2006 in the western states . We are the in-house insurance & financial services brokerage for Planstin Administration.

Historically , the agency has focused on Individual & Group Health B enefits, Commercial Insurance, as well as Personal Lines (Home, Auto, & Umbrella).

However, starting in 2023 we began the expansion of our offering to include financial services such as L ife I nsurance, L ong T erm C are, A nnuities, Medicare , and more!

As part of our business expansion , we are branching out from serving clients in just the western states to a nationwide multi- line approach.

Given the growth that is ahead , this role will be pivotal in expanding our firm's services & offerings !

Who You Are :

An ideal candidate for this role may be an existing licensed agent or sales associate who is or has been captive to a carrier and is looking to transition to an independent offering .

If this is you, this just might be your dream position!

• 2-3+ Years of sales or sales management experience is preferred.
• Those who do not have insurance industry experience are encouraged to apply if you feel like your sales skills would be translatable!
• You are a person who is driven, knows how to get results, but is still teachable and coachable.
• You are someone who can align and resonate with our firm's core values, here is a brief sample :

Prosperous Producers :

• Each day we can live in scarcity & lack or prosperity & abundance; this choice determines the outcome of our lives. We choose to live Prosperous !
• We have a zero tolerance "commission breath" policy. We are "problem finders" not "product pushers". We turn down bad business.
• We create more value than we consume .
• We create freedom & wealth through serving others. "Help thy brothers boat across and lo thine own has reached the shore."
• We don't chase prosperity through the lens of scarcity.

Other Core Values Include :

• Extra Mile Efforts
• Resourcefulness Over Resources
• Stewardship
• Partnership & Collaboration
• Pursue Excellence Not Perfection

What You Will Do :

• Sales and Production :
• Actively prospect and generate leads through strategic networking, referrals, and community involvement, always striving for excellence in lead generation and conversion.
• Help nurture, convert, and close inbound new leads and former clients.
• Maintain a high standard of ethical conduct, avoiding "commission breath" and focusing on problem-solving rather than product pushing.
• Set ambitious production goals and consistently exceed them through dedication to client service and continuous improvement.
• Respect and earn trust through transparent communication and dedication to client outcomes, demonstrating respect for clients' decisions and financial well-being.
• Pursue excellence in every aspect of client interaction, striving to deliver exceptional service and solutions .
• Client Relationship Management :
• Build and nurture client relationships based on trust, integrity, and following the core values of our firm.
• Provide personalized insurance solutions that go beyond basic coverage to meet clients' specific needs and goals.
• Embody the philosophy of going the extra mile, ensuring that client needs are not just met but exceeded.
• Take initiative to anticipate client concerns and proactively address them, reflecting a purpose-driven approach focused on client best interest rather than merely making sales.
• Pursue Mastery in your product & industry knowledge and continually seek to improve your expertise to better serve clients and the market.
• Collaborate with colleagues and other financial professionals to provide comprehensive solutions and build a supportive network for clients.
• Production Related Administrative Duties :
• Enter lead & client information into CRM systems and ensure details are up to date and accurate .
• Collaborate well with other staff & teammates.
• Assist with the personal production of the President & Agency Principal.
• Help with assigned projects and tasks.

Prosperous Advisors Employee Benefits :

Compensation : $40 ,000 - $50,000 Base Compensation ( Depending on experience , and which pay structure is preferred) with opportunity to earn total compensation of $50,000 -$70,000 + in the first year through commission s .

S ubsequent earning potential in future years being $100k -$ 150k +

• Comprehensive insurance coverage including health, dental, vision, and accident plans tailored for your well-being.
• 14 paid holidays plus 2 weeks of paid time off to balance work and life from the start.
• Opportunities for professional development and career growth.
• 401k plan with a 4% match .
• Enjoy the simplicity of weekly paychecks along with the perk of free snacks and regular lunches available
• Build strong connections in an environment of great people and a great cultur e.

Job Posted by ApplicantPro