Associate, Internal Wholesale Insurance Representative

Founded in 1999, MVP Financial Services solves real-life problems for Americans by fulfilling the important and significant need that life insurance plays.  As a growing organization, we look for team members that have their own stories to tell and life experiences to share.  Team members have faith and confidence in their ability to guide clients through unique situations with precision and attainable real-life solutions.

Our vision is to innovate and bring exciting solutions to our industry and market.  We have a national distribution focus and are a growing organization driven by a relentless desire to create value.  Through innovation and access to new markets, we are focused on achieving steady, sustainable, ethical growth, and to make a difference in the lives of clients, the financial professionals we support, ultimately providing consumers the financial security they seek and deserve.  Based in Chicago, IL, we have offices in Illinois, Wisconsin, North Dakota, Texas, California, and Nevada, and we will open further locations. 

We are committed to providing cutting-edge protection and income solutions to financial professionals and fostering a culture where diverse backgrounds and experiences are celebrated, and different ideas are heard and respected.  Our products and solutions provide insurance solutions often missing in delivering financial advice to clients.

To further our commitment to quality insurance products and services, we are a member of a national insurance marketing organization (IMO), providing MVP and our advisors with appointments to all the key and leading insurance carriers needed to provide quality insurance solutions.  We are also members of the National Association of Independent Life Brokerage Agencies (NAILBA) and other key national industry organizations.

We are an inclusive workplace, focused on attracting and retaining talented individuals.  MVP provides valuable solutions that meet the needs of our advisors and deliver on our mission of helping more people achieve financial security.

We are seeking a passionate, high-performing leader to join our growing team.  The Internal Associate, Wholesale Insurance position is responsible for managing and building relationships with licensed financial advisors and insurance professionals, and other partners to grow insurance sales. The ideal candidates have experience working within BGA or IMO firms, serving the needs of independent insurance brokers.
 
Key Responsibilities:

• Collaborate with licensed professionals to incorporate insurance and protection products into their clients’ financial plans.
• Work to manage assigned relationships and to generate revenue by responsiveness and proactive outreach.
• Use industry software tools to generate proposals for advisors to present to their clients.
• Provide concept and product education.
• Demonstrate product knowledge in areas of Life, Annuity, Long-Term Care, and Disability Income product lines.
• Performs other duties as assigned by management.

• Bachelor's degree in business or equivalent education and relevant experience preferred;
• Effective interpersonal and written communication skills;
• Ability to provide excellent customer service to both internal and external customers;
• Effective time management skills with the ability to prioritize and accomplish multiple tasks simultaneously;
• Capable of working independently as well as in a team environment;
• Experience with PC's in a Windows environment;
• Knowledge and experience in insurance products, case design, and advanced concepts;
• Excellent knowledge of sales process;
• Ability to build, manage and develop strong interpersonal relationships;
• Excellent prospecting, presentation, and conceptual selling skills;
• Knowledge of life insurance products and their applications in estate, retirement, and business planning;

• A BA/BS degree in business/finance/marketing desired or equivalent work experience;
• Active state life and health insurance licenses, and FINRA Series 6 (and Series 63, depending on state and nature of practice) and/or the ability to attain within 90 days of beginning employment
• 3 years industry experience;

• Salary commensurate with experience and production based bonus
• 401(k);
• Health, dental, vision, disability, and life insurance;
• Flexible schedule;
• Flexible spending account;
• Health savings account; and
• Paid time off.

MVP Financial Services, LLC is a wholly-owned subsidiary of Dynamique Financial, LLC which is a disability-diverse business that supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. We are a drug free workplace.

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