What are the responsibilities and job description for the Licensed Insurance broker position at Fortress Financial?
Job Summary
Join our dynamic team as a Licensed Insurance Broker, where your expertise will drive customer success and business growth. In this energetic role, you will leverage your comprehensive insurance knowledge to provide tailored solutions across various life insurance products. Your exceptional communication skills and sales acumen will empower you to build lasting client relationships while navigating insurance regulations with confidence. This position offers an exciting opportunity to make a meaningful impact by helping clients protect what matters most through personalized insurance plans and expert guidance.
Licensed Insurance Broker / Insurance Sales Advisor
Fortress Financial is seeking a motivated, licensed insurance professional to join our growing team. We specialize in helping veterans, military families, and individuals find life insurance solutions designed to protect their families and financial futures.
If you’re a confident communicator who enjoys working with people, building relationships, and helping clients make important financial decisions, this is an opportunity to build a rewarding career while making a meaningful impact.
Position Summary
As a Licensed Insurance Broker, you will work directly with clients to understand their financial protection needs, educate them on available insurance options, and help them select coverage that aligns with their goals and budget.
You will have access to multiple insurance carriers and products, allowing you to focus on finding the right solution for each client rather than selling a one-size-fits-all policy.
Key Responsibilities
- Conduct thorough client consultations and needs analyses to understand financial protection goals.
- Educate clients on life insurance options, including term, whole life, and other permanent insurance products.
- Recommend appropriate coverage based on each client's individual needs, goals, and budget.
- Present insurance solutions clearly and professionally while answering client questions.
- Build and maintain strong, long-term client relationships through exceptional customer service.
- Follow up with prospects and clients throughout the sales and application process.
- Work with insurance carriers and underwriters to obtain quotes and assist with policy placement.
- Maintain accurate client information, notes, and activity within the CRM.
- Complete required sales and policy documentation accurately and in a timely manner.
- Stay current on insurance products, carrier guidelines, and applicable regulations.
- Maintain a high level of professionalism, integrity, and compliance throughout the sales process.
- Meet individual production and activity goals while contributing to the overall success of the team.
Qualifications
Required:
- Active Life Insurance license.
- Previous insurance sales experience preferred.
- Strong communication, presentation, and interpersonal skills.
- Ability to confidently conduct client consultations and explain complex information in an easy-to-understand manner.
- Strong follow-up and organizational skills.
- Comfortable working with CRM systems and Microsoft Office.
- Ability to build trust and establish lasting client relationships.
- Self-motivated, goal-oriented, and able to work independently.
- Professional, ethical, and customer-focused approach to sales.
Preferred:
- Experience in life insurance, financial services, benefits, or related sales.
- Existing insurance licenses in multiple states.
- Bilingual or multilingual abilities.
- Experience working with veterans, military families, or other specialized client populations.
- Established book of business or existing client relationships.
What We’re Looking For
We’re looking for someone who is driven, personable, coachable, and genuinely interested in helping people.
The ideal candidate isn't simply looking to make a sale—they understand that insurance is about protecting families and helping clients make informed decisions about their future.
Apply Today
If you're a licensed insurance professional who is ready to grow your career, build meaningful client relationships, and make a difference in the lives of the people you serve, we'd love to hear from you.
Apply today to join our team!
Job Type: Full-time
Pay: From $10,000.00 per month
Benefits:
- Health insurance
- Work from home
Work Location: In person
Salary : $10,000