Financial Services Insurance Agent

Financial Services Insurance Agent

Are you looking to expand your career and to be part of a successful team? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! Legacy Partners Group, located in Madison, WI is seeking to add an Insurance Sales Agent to our team!

The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities, while providing superior client service; always putting the clients first. Initial duties include working alongside the Advisor, servicing existing clients, and client relationship building.

Education/Experience:

• Associates Degree
• 1 years’ experience working in a fast paced, sales driven environment
• Experience in insurance, financial services, estate planning is a plus
• Experience with Redtail and Wealth Box CRM is a plus
• Annuity sales experience is a plus
• Must be able to obtain a Life Insurance License and Notary Public Stamp

Skills/Knowledge:

• Knowledge about programs and able to effectively answer prospect questions
• Excellent verbal and written communication skills
• Self-motivated
• Excellent organizational skills
• Attention to detail
• Demonstrated confidence and skill in public speaking

Responsibilities:

• Develop new business and nurture existing client relationships
• Assess clients' financial needs and recommend appropriate insurance solutions
• Present and explain insurance policies and options
• Maintain accurate records and workflow using Wealth Box CRM
• Collaborate with our financial planning team to deliver integrated solutions
• Stay current on insurance regulations, products, and industry trends

Salary:

• Independent Contractor 1099
• Compensation is 100% commission-based, with earning potential up to $100K in the first year

Hours:

• Monday – Friday (hours will vary – 40 hour work week)
• Attendance to a few client seminars a month (6pm-8pm)

Presented by Advisor Employee Services Thank you for your interest in the Insurance Sales Agent role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!