Licensed Insurance Agent/Producer STATUS : Accepting Profiles

Job Overview

Join Our Growing Team

Are you a licensed insurance agent looking for an exciting career opportunity? We are expanding, and we want YOU to be part of our dynamic team!

Duties and Responsibilities:

  • Licensed insurance agents ready to hit the ground running
  • Professional, motivated, and dedicated individuals 
  • Ability to deliver excellent customer service and provide expert insurance guidance
  • Proven experience in insurance sales or a related field is preferred.
  • Strong background in sales administration and customer service is essential.
  • Excellent negotiation skills with a focus on achieving client satisfaction.
  • Can be licensed any where in US
  • A proactive approach to problem-solving and the ability to work independently as well as part of a team is crucial.

Join us as we continue to grow and offer top-notch insurance services to our community! If you’re ready to take your career to the next level, we want to hear from you!

    License/Certification:

    • Insurance Producer License (Required)
    • Life Insurance License (Preferred)
    • Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.

      Insurance Service Professional  STATUS : Accepting Profiles

      Join our Field Service Team, the driving force behind the delivery of exceptional experiences for ours agents and clients. As part of our diverse team, you will have the opportunity to shape seamless customer experiences. Whether you’re helping an agent meet their clients’ life insurance needs, supporting strategic initiatives designed to enhance our operating environment, or educating our agents on innovative digital solutions, your work will have a direct and powerful impact on our success in fostering customer trust and loyalty.

      Role Overview:

      Our local General Office is excited to find service professionals who support our insurance agents, clients, and management team. As a Customer Service Representative (CSR), you will work closely with our agents as you support their onboarding experience, facilitating the contracting and licensing process. In addition, you will support their practice by managing insurance policy applications as they move through the new business process. CSRs use their solid knowledge of our systems and processes to assist agents with their questions and process service requests with ease. Whether our agents are looking to update a state license, make a change to an insurance policy, or help their client with a service request, you will be equipped to help them do so.

      What You’ll Do:

      • Provide excellent day-to-day customer service to agents, clients, and Field Management, either in person, over the phone, or through electronic communication
      • Coordinate underwriting requirements by interacting with agents, clients, outside medical vendors, and underwriters
      • Assist with workflow of applications for life products, annuities, contract changes, policy billing and initial and downstream accounting entries related to the new business process
      • Answer incoming calls, greeting customers and potential agent candidates may be required

      Required Skills

      • The ideal candidate should have 2 or more years of customer service and administrative experience
      • Strong computer skills with proficiency in the Microsoft Office Suite
      • Demonstrated ability to multitask effectively
      • Strong written and verbal communication skills required

      Preferred Skills

      • Associates, or Bachelor’s degree preferred, or equivalent years of related experience

      Training & Development

      Customer Service Representatives receive on-the-job training to learn about the insurance industry, product and policy provisions and transaction processing. Coaching and feedback is provided to help you gain the necessary skills to be successful. 

      Shift Information

      This is a full-time position Monday through Friday. Candidates should be flexible to work any 7.5-hour shift between 8:00 AM – 5:00 PM during the work week.

      Salary

      Competitive full-time base salary, overtime eligibility plus target bonus 

      Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.

      Development Manager STATUS : Position CLOSED

      Business / Role Overview:

      Our primary distribution channel is the career Agency sales force of more than 100 agents, operating in virtually every major city in the United States. Every agent is affiliated with one of our General Offices. These offices are operated by Agency management teams responsible for agent and management recruiting, development, and sales. Some agents operate their businesses out of our General Offices, while others maintain independent office locations.

      Agency Office team responsible for strategy, finance, administration, standards, training, marketing and communications supports our agents and field managers. The Agency operation also comprises teams charged with growing our business in key market segments, including the middle-income market, the advanced (high-net-worth) market and select cultural markets. Agents sell individual life insurance, individual annuities, and long-term care insurance products, as well as mutual funds.

      • Drive, monitor and assist new Agent retention and production efforts.
      • This includes system navigation for both Development Manager and Agent users, assigning scheduled offerings, assessment review and tracking and curriculum and regulated course reporting.
      • Understand and remain current with central implementation. Assure Agents are aware of and continuously trained to leverage new system features and functionalities upon release (specific to Sales Central and Marketing Central at this time).
      • Build partnerships with the General Office (GO) Field Management Team to assure the Field Development System (FDS) is implemented and executed effectively. This includes conducting and scheduling Field Observation and Demonstration (FOD) sessions with Agents (to assist with case preparation and the presenting/closing of sales), Agent Development Planning Meetings with the Field Management Team in addition to assisting Monthly and Annual Plan Meetings.
      • Lead National Prospecting Week efforts at the GO level to assure Agent prospecting activities are scheduled, planned and executed accordingly.
      • Work with the Managing Partner to ensure the complete and proper implementation of the FDS system in the General Office. This includes conducting Performance Review and Planning sessions with agents, conducting Agent Development Planning meetings with Partners and Managing Partners, assisting with Monthly Planning Meetings, and Annual Planning meetings.
      • Effectively train agents to gather names through prospecting process of referrals, social media mining, networking, community events, and center of influence development.
      • Effective with technology to enable training and assistance in virtual environment.

      What You’ll Bring:

      • Bachelor’s Degree preferred
      • Two-time Council qualifier with a solid Life Case Rate (specific to internal applicants) or Previous PF2 experience
      • Valid State Life and Health Licenses
      • FINRA Registrations- Series 6 & 63
      • Persuasive, Verbal and Written Communication Skills
      • Performance Management
      • Facilitating Groups
      • Coaching
      • Developing, Empowering and Influencing Others
      • Providing Motivational assistance
      • Goal, Impact and Result Oriented
      • Adaptability and Flexibility
      • Leading Change
      • Problem Solving
      • Planning and Strategizing
      • Ability to mentor other DMs
      • Demonstration of effective FOD and IDD
      • Can lead one on one Development Conversations with Partners

      ​

      Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.

      Scroll to Top