What are the responsibilities and job description for the Wealth Protection Advisor position at Valmark Financial Group (Stone Point Financial Group)?
Position Overview:
Are you an ambitious, personable individual with an analytical mindset who is a driven self-starter, passionate about helping clients protect their financial futures? If so, this position is for you! Our company is seeking a Wealth Protection Advisor. The primary role entails identifying new prospective clients, developing centers of influence for referral opportunities, and scheduling meetings to generate new insurance placements. The ideal candidate will have previous sales experience and a background or familiarity with life insurance products. Specific insurance product types include life, disability income, and long-term care insurance, as well as annuities and life settlements. This is a rare opportunity to join a firm with a clear path to significant personal and professional growth in the life insurance industry.
About Us:
Stone Point Financial Group is a dynamic, profitable, client-focused, independent life insurance practice with a strong reputation for excellence and personalized service to our clients. As we continue to grow, we are looking for a motivated, entrepreneurial professional to join our team. Our firm has over 30 years of experience in the life insurance industry and this role offers unlimited income potential and the possibility of future ownership interest for the right individual.
Key Responsibilities:
- Actively prospect for new clients through networking, social media, referrals, and warm leads
- Conduct needs-based assessments to help understand client goals and analyze any existing or related policies
- Prepare and present comprehensive insurance proposals using our tools, ensuring clarity and understanding of policy terms and conditions to align with client goals
- Utilize CRM tools to manage client interactions, track sales progress, and document important client information
- Build and maintain ongoing relationships with clients, provide periodic policy reviews, and trusted, tailored insurance solutions with ongoing support
- Stay current on life insurance products, underwriting guidelines, industry trends and compliance regulations
- Complete continuing education requirements, attend workshops and annual regulatory meetings
- Achieve quarterly and annual sales targets
- Contribute to a team-focused, entrepreneurial environment with a commitment to long-term success
- Work closely with the leadership team to support business growth and development
Key Qualifications:
- Strong communication and relationship-building skills
- Excellent interpersonal skills and be comfortable with people from all walks of life and in various financial and emotional states
- Highly self-motivated and capable of working independently
- Strong analytical and organizational skills and attention to detail
- Ability to work towards and achieve quarterly and annual sales targets
- A genuine desire to help others and a long-term vision for success
- Capability to travel to off-site meetings
- Proficiency in Microsoft Office Suite (Word, Outlook, Excel, PowerPoint)
Experience and Education:
- Bachelor’s degree
- 3 years previous advising, consulting or selling insurance related financial services experience
- Fundamental understanding and knowledge of various types of insurance products
- Background of income and estate tax beneficial
- Life & Health Insurance License
- Securities licenses (Series 6, 7, 63 and 65) preferred
What We Offer:
- Competitive compensation (Base Salary Compensation)
- Ongoing training, support, and one-on-one mentorship
- Unlimited upside potential with opportunities for equity and ownership
- A flexible and collaborative work culture focused on your success
- The chance to build a meaningful career in a supportive, profitable practice
- Flexible Work Environment:?In office with options for remote work. Travel may be required for client meetings or networking events.
- 401K
- Paid Time Off
- Health Insurance
Expected Hours of Work
Days and typical hours of work are Monday through Friday, 8:30 a.m. to 5:00 p.m.
Flexibility in working hours may be allowed, but the associate must work 40 hours each week to maintain full-time status.