What are the responsibilities and job description for the Life Insurance Agent position at Legacy Financial?
Company Description
Legacy Financial employs a strategy focused on three main stages: Understanding, Partnering, and Tailoring. Initially, we take the time to understand your unique needs through thoughtful questions and active listening. Following that, we collaborate with you and our network of experts to develop personalized plans aimed at reaching your financial goals. Our well-rounded approach examines a range of perspectives and strategies to grow and protect your wealth. Throughout the process, your objectives, priorities, and aspirations guide our efforts.
Role Description
This is a full-time on-site role for a Life Insurance Agent, located in Warren, MI. The Life Insurance Agent will be responsible for selling life insurance policies, providing insurance brokerage services, and assisting clients in planning their financial future. Daily tasks include meeting with clients to discuss their insurance needs, preparing customized insurance plans, processing insurance applications, and providing exceptional customer service to help clients understand their policy options and maintain long-term relationships.
Qualifications
- Insurance Sales and Insurance Brokerage skills
- Proficiency in Finance and Financial Planning
- Customer Service and Client Relationship Management skills
- Strong written and verbal communication skills
- Ability to work independently and on-site in Warren, MI