What are the responsibilities and job description for the Life Insurance Specialist/Producer - Adcock Financial Group position at Kestra Financial?
Adcock Financial Group of Tampa, FL, a past winner of Small Business of the Year, is seeking a licensed individual to join our Estate Planning and life insurance team. Our ideal candidate will have an understanding of the life insurance, executive benefits and estate planning industry and hold the proper insurance licenses. This is your chance to join a financial services firm that is focused on forming great relationships with clients, providing great service and offering professional solutions. Adcock Financial Group is a family owned financial services firm that is rapidly expanding and requires this position to help service our current and new clients coming onboard.
We are looking for a highly professional, energetic, and organized individual with excellent interpersonal communication skills. The candidate must have the ability to multi-task and prioritize in a fast-paced environment. This position will service an existing book of business and will be charged with developing new business.
We are looking for a highly professional, energetic, and organized individual with excellent interpersonal communication skills. The candidate must have the ability to multi-task and prioritize in a fast-paced environment. This position will service an existing book of business and will be charged with developing new business.
- Cultivate new relationships and a pipeline of prospective clients through networking, prospecting events, referrals, etc
- Responsible for conducting insurance reviews for existing relationships on a mature book of over 1K policies
- Develop campaigns that result in new insurance contracts (life, DI, LTC, executive benefits, etc.)
- Evaluate business or individual customers' needs and financial status and propose protection plans that meet their criteria
- Work with clients to deliver risk management strategies that fit their risk profiles
- Answer client calls and service requests in a timely manner
- Complete, submit and follow up on client applications
- Identify cross-selling opportunities to other lines of business within the company
- Report the progress of monthly/quarterly initiatives to stakeholders
- Maintain CRM database with clients and prospect
- Create and track personal commission (Excel)
- Keep up with continuing education and ever changing industry standards
- 2 years of relevant industry experience
- Current Florida 2-14/15 Life and Variable annuity license
- Estate planning and case design experienced preferred
- Knowledge of Microsoft Office applications
- Bachelor's degree in related field preferred
- Excellent communication and organizational skills
- Strong customer service skills on the phone and face-to-face
- Passion for people, developing relationships and building your network
- Goal-oriented with a focus on achieving sales success
- Excellent time management and organizational skills
- Competitive compensation based on experience and ability to contribute to the firm
- Salary Commission structure
- 401(k) match with Safe Harbor
- Profit Sharing Plan
- Paid Time Off
- All major holidays off
- Employer paid Health, Dental and AD&D Insurance
- Group voluntary Vision, Life and Disability Insurance