Job Description

Benefits:

• 401(k) matching
• Bonus based on performance
• Competitive salary
• Opportunity for advancement
• Paid time off
• Training & development

Insurance and Financial Services Representative
Role Overview
Are you a goal-driven professional with a passion for financial planning and insurance sales? As an Insurance and Financial Services Representative, you'll play a vital role in helping clients secure their futures through customized insurance and investment strategies.
In this consultative role, you'll build lasting relationships, assess client needs, and deliver solutions that align with their goals--whether that's retirement planning, wealth building, or protecting their assets. This position offers the chance to grow your career while making a meaningful difference in your community.
Key Responsibilities

• Develop and manage a portfolio of clients across both insurance and financial service lines

• Provide tailored recommendations for life, health, and financial products based on client goals

• Conduct financial reviews to support retirement planning, investment management, and asset protection

• Stay up to date on industry trends, product changes, and compliance requirements

• Prospect and cultivate new client relationships to drive growth and revenue

• Achieve individual and agency sales targets through consultative selling and high-quality service

Qualifications

• Strong communication, consultative sales, and relationship-management skills

• Self-motivated with professionalism, integrity, and a client-first mindset

• Ability to explain complex financial concepts clearly and simply

• Active insurance license (Life & Health required; Property & Casualty a plus)

Why Join Us

• Competitive base salary plus commission and performance bonuses

• Ongoing training, development, and mentorship in a supportive team environment

• Access to a strong book of business and high-quality leads

• A career that delivers financial rewards while helping clients achieve peace of mind

Skills Required