• Use a customer-focused, needs-based review process to educate customers about insurance options.
• Work with the agent to establish and meet marketing goals
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

• Bachelor's degree in finance, economics, accounting, or a related field preferred.
• Must be able to obtain relevant financial service licenses (Life/Health, Series 6/63/65)
• Sales experience highly preferred.
• Excellent analytical, organizational, and problem-solving skills.
• Effective communication skills.
• Exceptional customer service skills.
• Successful track record of meeting sales goals/quotas preferred

• Salary plus commission/bonus
• Paid time off (vacation and personal/sick days)
• Flexible hours
• Growth potential/Opportunity for advancement within my agency
• Optional other benefits up for discussion

Flexible work from home options available.