What are the responsibilities and job description for the Life Insurance Agent position at Magellan Financial & Insurance Services, Inc.?
Become a Part of the Safety First Financial Team Located in Naples, FL (sfinancial.net)
About Us:
At Safety First Financial, we are dedicated to securing the financial future of our clients. Built on a foundation of expertise, knowledge, and unwavering integrity, we partner with leading financial institutions worldwide. Our mission is to protect our clients' retirement savings and provide stability in uncertain economic times. We use a unique retirement planning approach focused on growth, preservation, and consistent returns, aiming for substantial growth while minimizing risks associated with market fluctuations.
What We Offer:
- Monthly seminars at upscale restaurants, fully sponsored.
- A private office for one-on-one client consultations.
- Comprehensive back-office support to assist with business tracking and follow-ups.
- Advanced technology and CRM tools to streamline your sales process.
- Regular team meetings and professional development opportunities.
- Personalized coaching from industry-leading experts.
- A professional environment centered on client service and business growth.
The Role: Life Insurance Agent
As a life insurance agent at Safety First Financial, you'll play a key role in helping client shape their financial futures. Using our comprehensive financial planning approach, you will assist clients with retirement planning, creating personalized strategies that include fee-based investments, fixed-indexed annuities, and life insurance to secure their financial well-being.
Your Responsibilities:
- Guide clients through detailed financial planning.
- Develop and implement tailored financial strategies.
- Specialize in wealth management, retirement planning, and insurance solutions.
- Manage a range of financial products including Fixed-Indexed Annuities and Life Insurance.
We Are Looking For:
- A dedicated agent with excellent communication skills.
- Someone passionate about both personal and professional growth.
- Candidates with an active Florida 2-15 License (Life, Health, and Annuity)
- A motivated, ethical professional committed to success.
Please note, this position requires in-person engagement and is not suitable for remote candidates.
Safety First Financial is an equal opportunity employer. We are committed to fostering a diverse and inclusive environment for all employees.
Salary : $85,000 - $155,000
