Health Insurance Broker Specialist

Diamond Financial Group, Inc.
HEALTH INSURANCE BROKER SPECIALIST

Join us at our onsite Career Fair on Wednesday 12/18 at 6PM. RSVP at https://www.eventbrite.com/e/1104119042779

If you think you are a good fit for our team, submit your resume at thedfginc.com

Company Overview: A Cut Above the Rest
Welcome to Diamond Financial Group! As a private, full-service concierge financial services firm, we not only provide our clients with personalized consultations and customized financial strategies, but also foster an empowering and positive work environment for our team. At Diamond Financial Group, we pride ourselves in offering exceptional client service while helping clients confidently plan for their financial future and beyond. As a Licensed Financial Professional you will be at the forefront of our mission. We believe in building strong, long-lasting relationships with our clients and team, ensuring everyone’s unique needs and goals are met. Join us, and be part of a vibrant, inclusive team where innovation, collaboration, and personal growth are at the heart of everything we do. We look forward to working with you to achieve both your professional aspirations and our clients' financial dreams!

Role Description: Seeking The Next Gem
We are seeking a dedicated Health Insurance Broker Specialist to join our team and provide exceptional health insurance planning services to our clients, helping them achieve their personal and financial goals through tailored insurance strategies, planning, and risk management. The ideal candidate will assess clients' insurance needs, provide tailored solutions across all types of insurance coverage, offer recommendations on various insurance products, and offer ongoing support as their circumstances evolve. Through building trust and delivering clear, comprehensive advice, this Life Insurance Broker Specialist will ensure clients are protected with the right coverage for long-term peace of mind.

Qualifications: The Sparkle Factor

• Life, Accident & Health License required.
• 3 years of annuity and insurance experience in a client-facing role.
• Proficiency with insurance planning and reporting software.
• Advanced computer and overall technology skills.
• Excellent communication skills, with the ability to explain complex financial concepts simply.
• Demonstrate ability to maintain effective working relationships with clients.
• Excellent oral and written communication skills.
• Ability to manage multiple client relationships and prioritize effectively.
• Advanced working knowledge of Microsoft Office Suite (Outlook, Excel, Word, PowerPoint)
• Strong networking abilities to cultivate and expand client relationships.

Key Responsibilities: Enhancing Sparkle Factor
The key responsibilities of the position include the following:

• Developing personalized insurance plans tailored to clients' needs and objectives.
• Conducting thorough financial analyses to assess clients' current insurance situations.
• Maintaining and nurturing client relationships to ensure long-term success.
• Staying up-to-date with industry trends, market changes, and regulatory requirements.
• Collaborating with other financial professionals to provide comprehensive services

Qualities We Value: Finding The Perfect Cut
At our firm, we believe that the success of our clients and team members is rooted in strong personal qualities and professional integrity. We are seeking a professional who embodies the following qualities that align with our values and mission.

• Integrity and Ethical Behavior
• Passion for Helping Others
• Exceptional Relationship-Building
• Collaborative Teamwork Mindset
• Strong Analytical Skills
• Effective Communication Skills
• Meticulousness and Precision
• Commitment to Continuous Learning

Unique Skills: That Extra Dazzle
In addition to the core qualifications, we value unique skills that enhance the effectiveness of our company’s mission. These bonus skills can set candidates apart and contribute significantly to our teams’ and clients' overall success.

• Financial Software Proficiency
• Advanced Investment Expertise
• Comprehensive Tax Knowledge
• Psychological Insight and Empathy
• Team Collaboration and Leadership
• Strong Communication and Interpersonal Skills
• Adaptability and Resilience
• Strategic Thinking and Vision
• Fluency in Multiple Languages

Earning Potential: Diamonds Are Forever
This position offers a commission-based earning structure, with anticipated annual earnings between $51,560 and $180,225 . Actual income will vary based on individual performance, experience, and the volume of business generated. As an independent contractor, your compensation is directly linked to your sales achievements, client relationships, and ability to earn additional income through referrals and team-building opportunities. There is no fixed salary, allowing you to unlock unlimited earning potential based on your success.

• Enjoy the autonomy of being your own boss with flexible work arrangements.
• Unlock unlimited earning potential through an uncapped commission structure.
• Build a successful agency with comprehensive support and industry-leading tools.
• Benefit from additional incentives through our Referral Program.
• Engage in a fully 1099 contract sales role as an independent contractor.

Position Overview
This tribrid position offers a blend of in-person, remote, and fieldwork options, providing flexibility in client engagement and team collaboration. While regular leads and referrals will be provided, success in this role heavily relies on overall drive and initiative. You'll have the autonomy to build your own business, cultivate relationships, generate leads, and maximize earnings from the resources and support of our firm, within a dynamic and collaborative environment that encourages both professional development and work-life balance. This commission-based structure, along with a year-end 1099, empowers you to grow your agency, expand your client base, and realize unlimited income potential. Our business model is designed to reward outstanding performance and offer competitive earnings for high achievers. Join us in a vibrant workplace that values your unique strengths and aspirations and the opportunity to create a business that aligns with your goals and dreams.

We are not accepting unsolicited resumes from agencies and/or search firms for this posting. ID# 2024-HBS

Job Types: Full-time, Part-time, Contract

Pay: $51,560.00 - $180,225.00 per year

Benefits:

• Flexible schedule
• Work from home

Supplemental Pay:

• Bonus opportunities
• Commission pay

Work Location: Hybrid remote in Salinas, CA 93906

Salary : $51,560 - $180,225