What are the responsibilities and job description for the Broker Agents position at ASB FINANCIAL?
Company Description
ASB Financial is part of the fastest-growing Field Marketing Organization (FMO) in the country, American Senior Benefits (ASB). With over 135 offices in 43 states and $185 million in sales for 2020, ASB has a strong national presence. The Florida region is a leader in sales, training, and development. Our comprehensive solutions address individuals' insurance and financial concerns, supported by partnerships with over 150 top-rated companies. Our mission is to "always leave the client better off than you found them," driven by our ethics and passion for helping people.
Role Description
This is a full-time, on-site role located in Tarpon Springs, FL for a Broker Agent. The Broker Agent will be responsible for presenting insurance and financial solutions to clients, conducting needs assessments, building and maintaining client relationships, and participating in training and development programs. Day-to-day tasks include client meetings, preparing and delivering presentations, and staying informed on industry trends and products.
Training and licensing assistance provided.
Qualifications
- Florida State Insurance License or ability to be licensed
- Client relationship management and customer service skills
- Strong communication and interpersonal skills
- Ability to work independently and as part of a team
- Proficiency in preparing and delivering presentations is a plus
- Knowledge of the insurance and financial services industry is a plus
- Experience in conducting needs assessments and presenting financial solutions in a plus
- If you don't have all or any of the above skills or experience, we can and will teach you