What are the responsibilities and job description for the Insurance Annuity Sales Agent position at Kramer & Kramer Estate Planning?
Kramer & Kramer has been in business for over 50 years, we're a small family business. This is why we treat our clients like family, you build relationships with clients and grow to know and love them. Our company motto is : "Let our Family, help your Family, When you need us the most!" Kramer & Kramer is a dual company, we have two businesses under our name, one for Legal Document Preparation and the other for Retirement Services and Investments. As our sales agent you will be executing financial intake / planning meetings, helping our clients navigate through Retirement Spending and build a subtle portfolio for their retirement needs.
As our Estate Planning firm expresses the need to keep growing we will be hiring several new sales agents for new locations. Our clientele is showing a huge increase and we need licensed insurance agents that are licensed for Health and Life and have an estate planning background or annuity & wealth management background. Two new locations now, three new locations opening this year. IN PERSON SALES AND JOB ONLY - NO REMOTE AVAILABLE!
WHO : Ideal Candidate must be - Licensed Insurance Sales Agents, needed to work full time, 30 - 50 new leads a month - 8 appointments a day plus servicing our 50 year old book of business with thousands of clients. Our agents make over $100k a year based on our workflow, leady system and established reputation that generates over 20 million a year in annuity sale production! We will train on our workflow and pitch that has successfully placed up in the top sales agencies in the country; but experience in estate planning, sales, insurance, trusts, wills, probate is very helpful. WE WILL TRAIN QUAILIFIED SALES AGENTS! If you have an insurance license, WE WILL TRAIN YOU!
The Baby Boomer Generation is the Largest Transfer of Wealth in history and we need agents to handle the high volume of business!!
Qualifications :
- Previous experience in insurance, customer service, or other related fields
- Licensed in Arizona for Health and Life insurance sales
- Knowledgeable about various annuity, life insurance and long-term products
- Knowledgeable about Estate Planning, Probate, Trusts, Wills, asset protection, transfer of wealth
- Current E&O insurance
- Professional appearance and demeanor
- Ability to build rapport with clients & their families
- Strong sales, customer service & negotiation skills
- Excellent written and verbal communication skills
- Ability to prioritize and multitask
- Must love working with families.
- Should be interested in opportunity for growth
- Must be able to connect with clients and their families
Responsibilities :
WE OFFER :
Most appointments are easy sales!
Commission sales. Our agents do a high volume of business, have thousands of happy long-term clients, and make a very good income.
Benefits :
Salary : $100,000