What are the responsibilities and job description for the Sales Representative position at LionRock Financial Services?
Job Description
Are you a sales professional whose sick and tired of the hustle and grind? We understand you! In order to earn the money you deserve, most sales opportunities are going to require you to give up your life, relationships, and even your health! At LionRock Financial, we don't believe you should have to give up what's important to you in order to earn a living. If you're looking to create a new level of financial and personal freedom in your life and career, read on!
Opportunity Highlights:
Life Insurance Sales Agent (1099 Independent Contractor Status)
Our Life Insurance Sales Agent ensures that protecting families through high-quality financial services remains our #1 priority. This is a Hybrid position. Agents primarily work in an office environment at least 95% of the time but are exclusively remote in their interactions with prospects and clients. There are no in-home visits, no field work, and no outbound calling required in this role.
Work Hours:
Currently, Mon-Thu from 9:00am - 6:00pm ET, and Friday 9:00am - 4:00pm ET. Regular meetings are scheduled 1-2 mornings per week at 8:15 am ET and a conference call every other week at 8:15am ET. Our agents have their evenings, weekends, and holidays off to enjoy with their families.
Compensation:
This is a lucrative business opportunity unlike any other in the financial service industry. Our average agent more than doubles the national average in monthly production & sales of a typical Life Insurance Agent. We offer the most lucrative opportunity in the Life Insurance space, and do not push our agents to "Hustle & Grind", we believe in a work life balance while still being able to make 6 figures through our proven and efficient lnbound Lead System, and sales process that we have fine tuned. Compensation is 100% commission with opportunities for commission increases based on consistent performance to meet or exceed sales goals.
This is a business opportunity. Sales Representatives are independent contractors. This is not a job, but rather an opportunity to become a business partner within LionRock Financial Services. Therefore, a reasonable amount of time and financial investment on your part is required to start. Ideal candidates will possess the following qualifications:
https://www.myfloridacfo.com/docs-sf/insurance-agents-and-agency-services-libraries/agents-docs/licensure/agents-adjusters/2-14-resident-life-agent-license.pdf?sfvrsn=9a2d6f9e_4
To be a successful player on our team, you must have...
Company Description
__________________________
About LionRock Financial:
LionRock Financial Services is a rapidly growing independent life insurance agency founded in 2023. We are a Veteran-owned and minority-owned business.
We are one of the fastest growing agencies in the market having hit $1M in revenue in our first 7 months in business and pacing for $10M in sales by the end of 2024.
Why We're Different:
Our Culture-
At LionRock Financial, we lead with a culture of integrity, accountability, and respect. Money is the byproduct of our willingness to work hard and maintain the highest performance standards in the industry. We care about our clients and we care about our agents who make it possible to provide excellent sales and support to our prospects and clients.
Our Lead Generation System-
LionRock Financial whose parent agency is Patriot Family Insurance, has an exclusive system for lead generation (warm leads, inbound only phone calls) that allows our financial advisors/agents to average 8-10 closed policies per week in an industry where field agents typically average only 8-10 closed policies per month.
Our Sales Process-
Our sales process has been refined and tested over years of performance and thousands of calls, generating millions of dollars in revenue and commissions. The focus of every new agent recruit is to master the sales process and master their craft so they can maximize every opportunity. This is a Consultative Sales process that is designed to place the agent in the role of a Financial Advisor. The process is designed for a one-call close and little follow-up is required.
Our Leadership-
Our leadership team has extensive sales and leadership experience and have built this organization and refined the sales process, one innovative step at a time. One of the best aspects of this opportunity is the proximity that new agent recruits will have consistently to our leadership team through training and ongoing support. In addition, there are opportunities to grow into leadership within the agency for those who are willing and able.
Our Training-
We offer a 10-day hands-on training experience with ongoing support in a collaborative environment.
Our Performance & Commissions-
Our agents are averaging $20k - $25k per month in issued premiums. Our agents are tripling and quadrupling the performance stats of average life insurance agents in the field who are making cold calls and running in-home appointments. Our refined sales process, in-depth training program, and ongoing support make it possible to consistently meet or exceed agency performance targets.
__________________________ About LionRock Financial: LionRock Financial Services is a rapidly growing independent life insurance agency founded in 2023. We are a Veteran-owned and minority-owned business. We are one of the fastest growing agencies in the market having hit $1M in revenue in our first 7 months in business and pacing for $10M in sales by the end of 2024. Why We're Different: Our Culture- At LionRock Financial, we lead with a culture of integrity, accountability, and respect. Money is the byproduct of our willingness to work hard and maintain the highest performance standards in the industry. We care about our clients and we care about our agents who make it possible to provide excellent sales and support to our prospects and clients. Our Lead Generation System- LionRock Financial whose parent agency is Patriot Family Insurance, has an exclusive system for lead generation (warm leads, inbound only phone calls) that allows our financial advisors/agents to average 8-10 closed policies per week in an industry where field agents typically average only 8-10 closed policies per month. Our Sales Process- Our sales process has been refined and tested over years of performance and thousands of calls, generating millions of dollars in revenue and commissions. The focus of every new agent recruit is to master the sales process and master their craft so they can maximize every opportunity. This is a Consultative Sales process that is designed to place the agent in the role of a Financial Advisor. The process is designed for a one-call close and little follow-up is required. Our Leadership- Our leadership team has extensive sales and leadership experience and have built this organization and refined the sales process, one innovative step at a time. One of the best aspects of this opportunity is the proximity that new agent recruits will have consistently to our leadership team through training and ongoing support. In addition, there are opportunities to grow into leadership within the agency for those who are willing and able. Our Training- We offer a 10-day hands-on training experience with ongoing support in a collaborative environment. Our Performance & Commissions- Our agents are averaging $20k - $25k per month in issued premiums. Our agents are tripling and quadrupling the performance stats of average life insurance agents in the field who are making cold calls and running in-home appointments. Our refined sales process, in-depth training program, and ongoing support make it possible to consistently meet or exceed agency performance targets.
Are you a sales professional whose sick and tired of the hustle and grind? We understand you! In order to earn the money you deserve, most sales opportunities are going to require you to give up your life, relationships, and even your health! At LionRock Financial, we don't believe you should have to give up what's important to you in order to earn a living. If you're looking to create a new level of financial and personal freedom in your life and career, read on!
Opportunity Highlights:
- Make high 6 figures in your first year with no earnings cap
- Get paid the highest commissions in the industry
- No cold calling
- Receive 10-15 warm, inbound leads per day (by phone)
- Nights, weekends, and holidays off
- 38 hr work-week, off at 4:00 pm on Fridays
- Best culture in the industry - collaborative team selling
- Best training in the industry with ongoing support
Life Insurance Sales Agent (1099 Independent Contractor Status)
Our Life Insurance Sales Agent ensures that protecting families through high-quality financial services remains our #1 priority. This is a Hybrid position. Agents primarily work in an office environment at least 95% of the time but are exclusively remote in their interactions with prospects and clients. There are no in-home visits, no field work, and no outbound calling required in this role.
Work Hours:
Currently, Mon-Thu from 9:00am - 6:00pm ET, and Friday 9:00am - 4:00pm ET. Regular meetings are scheduled 1-2 mornings per week at 8:15 am ET and a conference call every other week at 8:15am ET. Our agents have their evenings, weekends, and holidays off to enjoy with their families.
Compensation:
This is a lucrative business opportunity unlike any other in the financial service industry. Our average agent more than doubles the national average in monthly production & sales of a typical Life Insurance Agent. We offer the most lucrative opportunity in the Life Insurance space, and do not push our agents to "Hustle & Grind", we believe in a work life balance while still being able to make 6 figures through our proven and efficient lnbound Lead System, and sales process that we have fine tuned. Compensation is 100% commission with opportunities for commission increases based on consistent performance to meet or exceed sales goals.
- Plus, opportunities to request referrals from your clients
- Plus, earn performance bonuses based on production
- Plus, build your personal book of business and earn residuals in yr 1
- Plus, compensable leadership and growth opportunities
- Work exclusively with warm, inbound lead prospects, receiving on average 8-15 inbound calls per day, primarily from prospects who already have life insurance and are seeking service to their current life insurance policy; and secondarily, from prospects who are actively shopping for life insurance.
- Utilize a Client-Centric Approach to Sales and Problem-Solving Skills: Strong analytical skills for assessing prospects’ financial situations and health status, identifying their needs, and proposing suitable life insurance solutions while providing exceptional support.
- Access the rates of over 40 different life insurance carriers and match prospects and their families to the best options available for them in the life insurance marketplace.
- Utilize consultative selling techniques in conjunction with our proven sales process and scripts.
- Remain coachable & process-oriented at all times. Your ability to receive coaching with a humble attitude and apply instructions from leadership, including the ability to follow an established sales process, ‘learn by doing’ to master the process, and establish competence through ongoing repetition.
- Operate as a supportive, contributing, high-value member of a high-performing sales team where members support one another's success and growth through accountability, collaboration, and information sharing.
- Conduct yourself with integrity and in an ethical manner at all times. Adherence to ethical standards of the financial services profession and state licensure, ensuring transparent and honest communication with clients - prioritizing their best interests.
This is a business opportunity. Sales Representatives are independent contractors. This is not a job, but rather an opportunity to become a business partner within LionRock Financial Services. Therefore, a reasonable amount of time and financial investment on your part is required to start. Ideal candidates will possess the following qualifications:
- Meet state licensing requirements including the ability to pass a background check.
- Must have the ability to afford or access financing for start-up capital investments.
- You must already have obtained, or have the aptitude to pass the Florida State Insurance Licensing Exam to obtain an insurance license ‘2-14 Resident Life (Including Annuities & Variable Contracts) Agent License’ via the Florida Department of Financial Services (2-15 licenses also acceptable). We will cover the cost of the state licensing study-course.
https://www.myfloridacfo.com/docs-sf/insurance-agents-and-agency-services-libraries/agents-docs/licensure/agents-adjusters/2-14-resident-life-agent-license.pdf?sfvrsn=9a2d6f9e_4
To be a successful player on our team, you must have...
- Growth Mindset:
- Embrace a growth mindset, demonstrating a willingness to learn from challenges and actively seek opportunities for self-improvement through professional and personal development, including responsiveness and implementation of coaching and training
- Self-Leadership:
- Take proactive control of one's own actions, behaviors, and mindset to drive success and fulfillment in both professional and personal endeavors.
- Self-Awareness, Cultural Fit, and Cultural Competence:
- Demonstrate alignment with our organizational culture, displaying an understanding and appreciation for diversity and cultural competence within the context of client interactions and organizational dynamics.
- Excellent Communication Skills and Remote Presence:
- Strong verbal and written communication skills for effectively conveying complex insurance concepts and meaningfully connecting to actively engage with prospects by phone
- Bilingual English/Spanish, English/Portuguese a plus
- Networking & Relationship Building:
- Proficiency in creating meaningful connections remotely, and over the phone.
- Strong relationship-building skills that foster trust and long-term client relationships to close deals, get referrals, and reduce attrition.
- Strong ability to communicate with leadership for questions, concerns, training, and support. Ability to contribute to an uplifting work culture and intentionally create positive working relationships with colleagues.
- Sales experience strongly preferred, not required:
- Demonstrated track record of meeting or exceeding sales targets, with a preference for experience in direct sales, although not required
- Adaptability & Continuous Learning:
- Flexibility and adaptability to changing market conditions, industry trends, and evolving client needs in a remote sales environment
- Product Knowledge & Continuous Learning:
- Willingness to learn in-depth knowledge of various life insurance products, ability to make rapid decisions about the best product(s) available for prospects after discovery, ability to explain products and policy features to prospects in lay terms.
- Commitment to staying updated on industry trends and perfecting your craft.
- Technical Proficiency:
- Proficient in the use of technology tools and software for remote communication, including soft-phone, PC, email, and CRM systems.
- Experience & Background:
- You've excelled in direct sales roles, consistently meeting or exceeding targets, and you're ready to channel that success into a career in the financial services industry.
- Your keen analytical skills and financial expertise make you adept at discovering clients' needs and recommending tailored solutions.
- Whether you already have insurance licensing or are eager to obtain it, you're committed to mastering the necessary requirements to excel in this role.
- While sales experience is not required, if you’ve excelled in sales roles in the auto sales industry, cell phone sales industry, retail sales, solar sales, insurance, vacation sales, telemarketing, other door-to-door sales - you could be a great match for this opportunity!
- Mindset & Character:
- You thrive on growth and self-improvement, always seeking new opportunities to develop both personally and professionally.
- Challenges don't deter you; in fact, they fuel your determination to succeed, and you approach every obstacle with resilience and grit.
- Integrity isn't just a word to you; it's a guiding principle that shapes every interaction, ensuring transparency and honesty in all your dealings.
- Short & Long-Term Career Aspirations:
- In the short term, you're eager to seize a lucrative opportunity to build a fulfilling career in the financial services industry, knowing that your hard work will directly impact the lives of your clients.
- Looking ahead, you envision more than just a job – you see the potential to create a lasting legacy and generational wealth, and seek to leverage a supportive environment and leadership opportunities within the organization to realize your long-term goals.
Company Description
__________________________
About LionRock Financial:
LionRock Financial Services is a rapidly growing independent life insurance agency founded in 2023. We are a Veteran-owned and minority-owned business.
We are one of the fastest growing agencies in the market having hit $1M in revenue in our first 7 months in business and pacing for $10M in sales by the end of 2024.
Why We're Different:
Our Culture-
At LionRock Financial, we lead with a culture of integrity, accountability, and respect. Money is the byproduct of our willingness to work hard and maintain the highest performance standards in the industry. We care about our clients and we care about our agents who make it possible to provide excellent sales and support to our prospects and clients.
Our Lead Generation System-
LionRock Financial whose parent agency is Patriot Family Insurance, has an exclusive system for lead generation (warm leads, inbound only phone calls) that allows our financial advisors/agents to average 8-10 closed policies per week in an industry where field agents typically average only 8-10 closed policies per month.
Our Sales Process-
Our sales process has been refined and tested over years of performance and thousands of calls, generating millions of dollars in revenue and commissions. The focus of every new agent recruit is to master the sales process and master their craft so they can maximize every opportunity. This is a Consultative Sales process that is designed to place the agent in the role of a Financial Advisor. The process is designed for a one-call close and little follow-up is required.
Our Leadership-
Our leadership team has extensive sales and leadership experience and have built this organization and refined the sales process, one innovative step at a time. One of the best aspects of this opportunity is the proximity that new agent recruits will have consistently to our leadership team through training and ongoing support. In addition, there are opportunities to grow into leadership within the agency for those who are willing and able.
Our Training-
We offer a 10-day hands-on training experience with ongoing support in a collaborative environment.
Our Performance & Commissions-
Our agents are averaging $20k - $25k per month in issued premiums. Our agents are tripling and quadrupling the performance stats of average life insurance agents in the field who are making cold calls and running in-home appointments. Our refined sales process, in-depth training program, and ongoing support make it possible to consistently meet or exceed agency performance targets.
__________________________ About LionRock Financial: LionRock Financial Services is a rapidly growing independent life insurance agency founded in 2023. We are a Veteran-owned and minority-owned business. We are one of the fastest growing agencies in the market having hit $1M in revenue in our first 7 months in business and pacing for $10M in sales by the end of 2024. Why We're Different: Our Culture- At LionRock Financial, we lead with a culture of integrity, accountability, and respect. Money is the byproduct of our willingness to work hard and maintain the highest performance standards in the industry. We care about our clients and we care about our agents who make it possible to provide excellent sales and support to our prospects and clients. Our Lead Generation System- LionRock Financial whose parent agency is Patriot Family Insurance, has an exclusive system for lead generation (warm leads, inbound only phone calls) that allows our financial advisors/agents to average 8-10 closed policies per week in an industry where field agents typically average only 8-10 closed policies per month. Our Sales Process- Our sales process has been refined and tested over years of performance and thousands of calls, generating millions of dollars in revenue and commissions. The focus of every new agent recruit is to master the sales process and master their craft so they can maximize every opportunity. This is a Consultative Sales process that is designed to place the agent in the role of a Financial Advisor. The process is designed for a one-call close and little follow-up is required. Our Leadership- Our leadership team has extensive sales and leadership experience and have built this organization and refined the sales process, one innovative step at a time. One of the best aspects of this opportunity is the proximity that new agent recruits will have consistently to our leadership team through training and ongoing support. In addition, there are opportunities to grow into leadership within the agency for those who are willing and able. Our Training- We offer a 10-day hands-on training experience with ongoing support in a collaborative environment. Our Performance & Commissions- Our agents are averaging $20k - $25k per month in issued premiums. Our agents are tripling and quadrupling the performance stats of average life insurance agents in the field who are making cold calls and running in-home appointments. Our refined sales process, in-depth training program, and ongoing support make it possible to consistently meet or exceed agency performance targets.
Salary : $20,000 - $25,000