Insurance and Investment Professional

To excel as an Insurance and Investment Professional with our company, candidates must hold an active Health and Life insurance license, and either possess a Series 65 license or be willing to obtain it within 90 days. Alternatively, having an active Series 7 & 66 or ChFC designation is acceptable. A clean U4 record is required if currently registered. Proven sales ability and proficiency in Microsoft Office are essential skills as well.

Insurance and Investment Professionals in our company enjoy a structured yet flexible workday. You will have around 10-12 client appointments facilitated by our dedicated appointment setters. Your tasks will include meeting clients in their homes, developing tailored financial plans, managing client paperwork through our case managers, and focusing on delivering outstanding financial advice. It’s a balanced approach to your work and personal life!

In this role, your earning potential is significantly boosted by our generous commission structure. Successful Insurance and Investment Professionals can achieve six-figure incomes if they effectively leverage their skills in face-to-face meetings and are proactive in understanding and meeting client needs. Your dedication and results will be directly reflected in your earnings!

When you join us as an Insurance and Investment Professional, you’ll benefit from dedicated appointment setters who schedule qualified appointments for you and case managers who assist with client paperwork and financial plan design. This means you can focus primarily on meeting clients and providing expert advice without getting bogged down by administrative tasks.

Sales experience is crucial for success in the Insurance and Investment Professional position. We are looking for candidates with a proven track record in sales who utilize a needs-based approach to connect with clients. This experience ensures that you can effectively engage with clients, understand their needs, and present the best financial solutions.

Highlight your past achievements in sales, specifically in the financial sector. Use metrics to quantify your success, such as sales figures or client retention rates, to illustrate your persistent success in the field.

Explain your needs-based approach to selling, emphasizing the importance of understanding each client's unique situation and preferences to tailor your recommendations effectively.

Discuss the importance of follow-up and regular communication, sharing examples of how you keep clients informed and engaged, ensuring their financial needs are always a priority.

Mention your dedication to continuous learning through professional development courses, attending industry seminars, or subscribing to financial publications to stay informed of industry trends and products.

Share a specific experience where you faced difficulty in a sale, explaining the steps you took to understand the client’s concerns and how you ultimately turned their objections into a successful outcome.

Discuss skills such as empathy, active listening, and advanced communication, explaining how they contribute to providing effective consultations and solutions for clients.

Explain how you assess the urgency and importance of client needs by analyzing factors such as their financial goals and current situations, allowing you to prioritize effectively and provide top-level service.

Describe any CRM systems or financial planning tools you use to track client interactions, streamline communication, and enhance your overall efficiency as an Insurance and Investment Professional.

Discuss your approach to de-escalating tense situations, focusing on empathy, clear communication, and a commitment to finding solutions that satisfy client concerns.

Share your intrinsic motivations, such as the desire to help clients achieve their financial goals and the satisfaction you derive from building lasting relationships in your career.