What are the responsibilities and job description for the Life Insurance Sales Agent position at Arrive Financial Services?
Job Description
Job Description
Life Insurance Agent (Commission-Based) – Life Insurance, Annuities, & Estate Planning
What You’ll Do
Educate and Advise : Help clients understand the importance of life insurance, annuities, and estate planning, guiding them to make informed financial decisions.
Build Relationships : Develop a network of clients through prospecting, networking, referrals, and community involvement.
Create Customized Plans : Design personalized financial and estate planning solutions that align with clients’ goals and protect their legacies.
Stay Informed : Keep up with trends in financial products and estate planning strategies to provide top-tier advice.
Achieve Your Goals : Set and meet your sales and income objectives, supported by our resources and training.
What We Offer
Comprehensive Training : We’ll help you get licensed and provide the tools you need to excel in life insurance, annuities, and estate planning.
Flexibility : Set your own schedule and achieve work-life balance.
Great Earnings : Your income potential is directly tied to your performance, with opportunities for bonuses and incentives.
Professional Development : Access ongoing training to expand your expertise in financial and estate planning.
Supportive Team Environment : Join a team that celebrates success and provides mentorship and guidance.
Compensation
This is a commission-based position offering great earning potential , with additional opportunities for bonuses and performance incentives.
Compensation : 53,000
Responsibilities :
Educate Clients : Explain the benefits of life insurance, annuities, and estate planning, tailoring recommendations to meet individual financial goals and long-term needs.
Build and Manage Relationships : Develop and maintain a network of clients through prospecting, referrals, and community engagement to grow your book of business.
Design Customized Solutions : Create personalized financial strategies that integrate life insurance, annuity products, and estate planning to help clients protect and grow their wealth.
Meet Sales Goals : Set and achieve monthly and annual sales targets in a commission-based environment with great earning potential.
Provide Exceptional Service : Ensure clients are satisfied with their solutions by providing ongoing support, conducting periodic reviews, and making adjustments as needed.
Stay Informed : Continuously learn about industry trends, product offerings, and estate planning techniques to remain a trusted advisor.
Navigate Licensing Requirements : Complete state-mandated licensing for life and health insurance and adhere to compliance regulations.
Qualifications :
What We’re Looking For
Entrepreneurial Spirit : You’re self-motivated, goal-driven, and ready to build your business.
Strong Interpersonal Skills : You enjoy connecting with others, building trust, and providing exceptional service.
Interest in Financial Planning : You’re eager to learn about life insurance, annuities, and estate planning to offer holistic solutions.
Sales Mindset : You thrive in a commission-based role and are excited about a great earning potential.
Resilience and Determination : You can handle challenges and rejection with a positive outlook and a focus on achieving your goals.
No prior experience in insurance or estate planning is required.
A willingness to complete state licensing for life and health insurance (company-supported).
Interest in learning about estate planning and financial solutions.
Excellent communication and interpersonal skills.
Sales experience is a plus, but not required.
About Company
About Us
We are a forward-thinking financial services firm dedicated to helping individuals and families achieve peace of mind through comprehensive financial planning. Our agents provide tailored solutions in life insurance , annuities , and estate planning to protect and preserve wealth for future generations. With a supportive team and a client-first approach, we empower agents to grow professionally while making a difference.
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