Insurance Sales Agent

icon building Company : Life Agency
icon briefcase Job Type : Full Time

Number of Applicants

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Job Description - Insurance Sales Agent

We Will Help You Start A Profitable Financial Services Business From Home, Even If You Have No Experience!

Do you have great listening skills? We seek a money-minded individual looking for an opportunity to break into the financial services industry! The successful candidate is passionate about developing long-term relationships and is interested in financial info, estate planning, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!

  • This role is 100% Commission based, That's why we get people started on a part-time basis 10-15 hours a week
  • We have many part-timers that make over 50,000 yearly
  • Must be a permanent resident.
  • Have an entrepreneurial mindset

This is a Flexible Remote position as we may need you to be able to come into the office once a week depending on training.

Compensation:

$75,000+ at plan earnings

Responsibilities:
  • Be a coachable, organized team member interested in pursuing training development and educational opportunities
  • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
  • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
  • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
  • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
  • Book appointments from leads that you generate through talking to people, business partnerships, social media, etc. 
  • Create customized Financial Needs Analysis so clients know where they are and what they need to do to retire
  • Find the right fit life insurance so clients' loved ones are properly protected 
  • Move money to our competitive mutual fund products so clients have their money working harder for them
  • Offer Health and Dental benefits to small businesses
Qualifications:

  • Must be a permanent resident or Canadian Citizen or General Work Permit (Sorry, can’t hire International Students with Work Permits right now)
  • Be a coachable, organized team member interested in pursuing training development and educational opportunities
  • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
  • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
  • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
  • Work directly with clients, manage workflows, and book appointments

About Company

At Life Agency, our main focus is helping families through income protection and financial education. We believe the more you know the better you do.

We show families how to save money on insurance and financial products they already own but no one previously explained to them.

Original job Insurance Sales Agent posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.

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