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Account Executive (Insurance)
Provision People New York, NY
$80k-107k (estimate)
Full Time 3 Months Ago
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Provision People is Hiring an Account Executive (Insurance) Near New York, NY

Summary

We are seeking Account Executives (Insurance) with or without experience with Life Insurance, Annuities, and Investments, that are looking for strong transition packages, if any, and the ability to service their clients (and prospective clients) better.

Essential Duties & Responsibilities

  • Offer Life Insurance, Annuities, and Investments
  • Prospect new client relationships
  • Maintain and grow client relationships
  • Attend events, and in-person networking opportunities
  • Understand the needs of clients and devise a financial strategy to help them meet their goals/objectives

Qualifications

  • Sales experience - Preferred: 2 years of experience as a Financial Advisor or Wealth Advisor offering Life Insurance, Annuities, and/or Investments
  • Series 6, 7, 63 or the ability to secure a Series 63 license
  • Ability to build and maintain relationships
  • Organized and time management savvy

Job Summary

JOB TYPE

Full Time

SALARY

$80k-107k (estimate)

POST DATE

06/11/2024

EXPIRATION DATE

10/02/2024

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