About us

Our Mission Statement, To help families become properly protected, debt-free, and financially independent.

We focus on providing individuals and families with access to affordable life insurance and other financial products. Our mission is centered around empowering families to achieve financial security by offering them the tools, education, and resources necessary to protect their loved ones, eliminate debt, and build a solid foundation for long-term financial independence.

Job Description

Vasquez and Associates is looking for an energetic, motivated, and experienced Insurance Agent to join our growing team. Our agents are responsible for developing and maintaining relationships with new and existing business while educating clients on the insurance benefits available.

Duties and Responsibilities

• Develop and maintain relationships with new and existing clients.
• Educate clients on the benefits of Money Matters Firm products.
• Provide guidance on coverage options and coverage periods.
• Maintain accurate records of all client interactions, claims, policy renewals, etc.
• Follow up with clients to ensure satisfaction with service and process changes as needed.
• Review client files to determine coverage expiration dates, determine eligibility for claims, etc.
• Serve as a liaison between the office and agents to ensure claims processing is efficient and accurate.
• Prepare policy applications for new clients as needed.
• Serve as a resource for customers regarding coverage options or other insurance matters.
• Serve as a resource for customers regarding product safety or other insurance concerns.
• Additional duties as assigned by supervisor

Requirements:

• Minimum age of 18 years.
• Must have a clean background, as background checks may be conducted.
• Valid Social Security Number (SSN) or equivalent identification for employment verification.
• If interview is conducted, please have minimum 5 references ready.
• Excellent communication and interpersonal skills, with the ability to explain complex concepts to clients effectively.
• Analytical mindset and attention to detail to assess clients' situations accurately and develop comprehensive plans.
• Ability to maintain client confidentiality and adhere to professional ethics.
• Proficiency in financial planning software and tools.

Skills and Qualifications Education Previous experience in similar field preferred but not required.

Job Type: Part-time

Pay: $2,500.00 - $5,000.00 per month

Expected hours: 15 – 30 per week

Benefits:

• 401(k)
• Flexible schedule
• Tuition reimbursement
• Work from home

Supplemental pay types:

• Bonus opportunities
• Commission pay

Weekly day range:

• Monday to Friday
• Weekends as needed

Work setting:

• Hybrid work
• In the field
• Office

Application Question(s):

• If you're not life licensed, we will cover your licensing fees and courses, we do require for you to cover your background check and book of $99, will that be within your financial needs?

Experience:

• Insurance sales: 1 year (Preferred)

Language:

• Spanish (Required)

License/Certification:

• Insurance Producer License (Preferred)

Work Location: Hybrid remote in Elgin, IL 60123