We are currently seeking candidates who are interested in Insurance sales.
You will assess, assist, and advise clients as they chose the services best suited for their needs.
You will develop relationships with existing clients and build relationships with new clients.
Daily Activities Include:
 Proactive business development calls to prospects and clients
 Presentation of solutions to clients and prospects through face-to-face meetings
 Tracking of your activities through our client relationship management system
 Responding to leads generated through our supplemental business development efforts
Ideal candidate possess (Not Required):
 Bachelorâs degree
 Series 7 and 63 or 66 (must pass Series 66 or 66 within 90 days of hire)
 3 or more years of proactive, successful sales experience
 Must be an outstanding communicator
 Possess comprehensive industry and investment knowledge
 Have the ability to present complex information in a way that enables clients to make informed investment decisions
Bachelorâs degree
3 or more years of proactive, successful sales experience