**Company Overview:**
We are rapidly growing our dynamic financial planning firm. We are lpoking for dedicated licensed professionals to help clients achieve their financial goals and secure their futures. We specialize in providing comprehensive insurance solutions and personalized financial guidance. As a member of our team, you will play a crucial role in empowering clients to make informed decisions and protect their assets.

**Job Summary:**
As an Insurance Agent specializing in financial planning, you will be responsible for building and maintaining strong relationships with clients while delivering exceptional insurance solutions tailored to their unique needs. Your primary focus will be on offering a diverse range of insurance products, including life, health, disability, and long-term care insurance, as well as annuities, to ensure our clients' financial security and peace of mind.

**Responsibilities:**
1. **Client Consultation:** Conduct in-depth consultations with clients to understand their financial goals, risk tolerance, and insurance needs.

2. **Insurance Product Expertise:** Provide expert advice on various insurance products, explaining coverage options, benefits, and potential risks.

3. **Tailored Solutions:** Customize insurance plans to meet individual client requirements, taking into consideration their financial objectives and current circumstances.

4. **Insurance Policy Sales:** Effectively present and promote insurance policies, ensuring clients fully comprehend their options before making informed decisions.

5. **Relationship Management:** Cultivate and maintain long-term relationships with clients, offering ongoing support and assistance as their financial needs evolve.

6. **Lead Generation:** Proactively seek new business opportunities through networking, referrals, and targeted outreach to expand the client base.

7. **Regulatory Compliance:** Ensure all insurance practices adhere to industry regulations and compliance standards.

8. **Collaboration:** Collaborate with our financial advisors and other team members to provide comprehensive financial planning solutions.

9. **Continued Education:** Stay up-to-date with industry trends, product knowledge, and changes in insurance regulations to deliver the highest level of service to clients.

**Qualifications**

• High level of integrity.
• Strong interpersonal, relationship, and influence skills.
• Effective communication skills including listening, speaking and writing.
• The ability to influence others to take needed action.
• Demonstrate personal drive and resilience to achieve goals.
• Willing and able to network for new clients.

https://calendly.com/rnwalker/interview