What are the responsibilities and job description for the Licensed Insurance Agent – Financial Services position at Athena Financial?
Position Overview
We are seeking licensed, motivated, and results-driven insurance professionals to join our growing financial services organization. This opportunity is designed for agents who want to expand their client base, increase personal production, and develop a sustainable financial services business within a supportive, growth-oriented environment.
Our organization provides access to training resources, experienced leadership, business development guidance, and operational support to help agents strengthen their sales capabilities, improve business practices, and pursue long-term professional growth.
We emphasize performance, accountability, client relationships, and entrepreneurial development. Agents have the opportunity to build their own business while benefiting from collaboration, mentorship, and resources available through HGI.
Why Join Our Team?High-Performance Environment
- Collaborate with motivated insurance professionals and business leaders.
- Build and manage your own business with access to team support.
- Develop sales, client relationship management, and leadership skills.
- Pursue professional growth in a performance-driven environment.
Training, Coaching & Business Development
- Access ongoing coaching, mentorship, and business development guidance.
- Utilize HGI's training resources, educational materials, and back-office support.
- Strengthen client acquisition, sales, and relationship management strategies.
- Develop leadership capabilities and explore opportunities in agent development and team building.
- Access resources designed to support continued professional development and business growth.
Compensation & Advancement Opportunities
- Commission-based earning opportunities tied to individual production and business performance.
- Opportunities to increase personal production and expand your client portfolio.
- Potential renewal income and leadership or agency-level compensation, subject to applicable agreements and eligibility requirements.
- Recognition programs, achievement awards, and potential incentive travel opportunities.
- Opportunities to pursue expanded responsibilities and leadership roles as your business develops.
Flexible & Independent Work Structure
- Conduct client meetings virtually and in person, as appropriate.
- Manage your schedule and business development activities independently.
- Pursue part-time or full-time business development.
- Build and maintain client relationships through networking, referrals, and approved marketing activities.
- Work independently while maintaining access to team collaboration and leadership support.
Responsibilities
- Educate clients on insurance protection, financial needs, retirement planning, and related financial concepts within the scope of applicable licensing and authorization.
- Assess client needs and present suitable insurance and financial solutions.
- Develop and maintain long-term client relationships.
- Build, manage, and expand a personal client portfolio.
- Generate new business through referrals, networking, relationship development, and approved marketing strategies.
- Manage appointments, client communications, follow-ups, and business development activities.
- Participate in ongoing training, coaching, and professional development.
- Maintain accurate client records and comply with applicable insurance regulations, licensing requirements, and company policies.
- Collaborate with leadership and other professionals to support business development and continued growth.
Qualifications
- Active Life and/or Health Insurance License required.
- Previous insurance sales or financial services experience preferred.
- Strong communication, interpersonal, and relationship-building skills.
- Self-motivated, goal-oriented, and results-driven.
- Entrepreneurial mindset with an interest in business development.
- Strong work ethic and commitment to professional growth.
- Ability to work independently and collaborate effectively with a team.
- Willingness to participate in coaching and ongoing professional development.
- Ability to meet applicable licensing, compliance, and company requirements.
Compensation & Benefits
Compensation Structure: Commission-based, with earnings dependent on individual production, business performance, and applicable compensation agreements.
- Personal production compensation opportunities.
- Potential renewal and residual income, subject to applicable product terms and agreements.
- Potential leadership and agency-level compensation, subject to contractual requirements and eligibility.
- Flexible scheduling.
- Part-time and full-time opportunities.
- Professional development and leadership training.
- Business development support and mentorship.
- Recognition programs, awards, and potential incentive opportunities.
- Remote work flexibility.
Compensation Disclosure: This is a commission-based opportunity rather than a guaranteed-salary position. Earnings vary based on individual performance, business activity, and applicable compensation arrangements. Any advertised earnings range represents potential earnings only and should be supported by reliable information.
Position Details
- Job Types: Full-time, Part-time, Independent Contractor
- Work Arrangement: Remote, with virtual and in-person client meetings as needed
- Schedule: Flexible
- Licensing: An active Life and/or Health Insurance License is required
Application Process
Qualified applicants are invited to submit an application for consideration. Selected candidates may be contacted to discuss the business opportunity, compensation structure, available resources, and expectations for professional and business development.
We welcome licensed insurance professionals who value client service, professional integrity, accountability, and continued growth.
Pay: $70,000.00 - $95,000.00 per year
Work Location: Hybrid remote in Anderson, SC 29621
Salary : $70,000 - $95,000