Description
Position: Licensed Insurance Representative
Location: Tampa, FL, US
Job Responsibilities:

• Provide financial advice to clients
• Demonstrate excellent communication, customer service, and organizational skills
• Possess deep knowledge of financial processes, data assessment, and risk evaluation
• Develop Insurance financial plans for customers
• Stay informed about market trends
• Offer investment advice and guidance

Additional Requirements:

• Ability to pursue professional designation at The American College

Responsibilities
•Establish and nurture strong relationships with clients, offering financial advice and guidance tailored to their needs
•Gather personal financial information and the necessary documentation to craft personalized financial plans
•Utilize various marketing tools to identify and attract qualified prospects effectively
•Implement proactive strategies, including social media initiatives, to engage with clients
•Leverage cutting-edge technology and expert guidance to deliver beneficial financial solutions
•Engage in field development systems to enhance outreach and prospecting efforts
•Receive weekly activities stipend payout
•Benefit from monthly training and expense allowances to support continuous development
•Hone skills and expertise in prospecting effectively
Qualifications
People who want to make a lasting impact on the financial well-being of individuals, families, and small businesses.
•Strong relationship management skills and experience required
•The ability to successfully network to prospect new potential clients is a must
•Bilingual preferred. But not necessary
•The candidate must be an accomplished communicator with strong verbal and written skills
•Networking, event skills
•People person, able to connect and build relationships with client
•simply willing to work hard and strike for excellence
•Outreach, field prospecting activities