Annuities and Term Depository Account Executive

Job Description

Benefits/Perks:

Competitive Pay

Professional Development

Quality Leads Provided

Business Casual Atmosphere

Job Description:

Don’t apply for this position unless you are 100% serious about being successful. What we do is not for everyone.

We are currently looking for licensed agents that are: personable, diligent, articulate, coachable, disciplined, self-motivated, and driven.

This is not a multi-level marketing insurance agency. Your income will not rely on recruiting and training others. You will only be responsible for yourself. This position is designed for agents who want to utilize their license in the most efficient way possible by selling annuities and term depositories. You will be responsible for selling, closing, and managing high ticket accounts through investing and annuities.

You will be scheduling, consulting, and closing your clients on the phone, over zoom, and/or in person.

Working at the office is mandatory. Most necessary equipment will be provided for you, though, you must have your own transportation and smart phone. We are seeking exceptional individuals to close our extremely high-quality leads that will be provided to you free of charge once you have completed training and undergone a final assessment.

As a closer, you will be nurturing your pipeline daily while creating individual looms and customized investment strategies for your potential clients who will be more than a one call close.

Responsibilities

Must be on time everyday

Identify and develop new opportunities

Foster and maintain strong relationships with clients

Keep organized and thorough notes on everyone in your pipeline

Seek out and participate in networking events and opportunities

Create and track daily/weekly/monthly goals

Participate in continuing education and stay up-to-date with the latest industry trends

Adapt to innovative product offerings

Hold zoom meetings, create looms, and stay on top of emails

Respond to clients in a timely fashion

Create a weekly status report on potential clients

Qualifications

2-14 or 2-15 Insurance license

Series 65 preferred but not mandatory

Valid driver's license

Strong sales, negotiation and rebuttal skills

Excellent verbal and written communication skills

Highly organized with excellent time management skills

Comprehensive knowledge of insurance industry products and offerings

Strong computer and technology skills

Ability to break down and explain intricate topics to clients