Financial Representative: Build Relationships & Grow Your Practice

Riverfront Insurance and Financial Group; Ann Arbor (MI); On-site; USD 45,000 - 75,000; Full time

Job summary

Riverfront Insurance and Financial Group is seeking a motivated Financial Representative to serve individuals, families, and business owners, helping them protect loved ones and plan for their financial future.

You’ll engage clients through conversations, assess goals, and present suitable life insurance and annuity solutions while growing your own client base via networking and referrals. Training and mentorship are provided to support your career growth.

Qualifications

• Strong interpersonal and communication skills.
• Ability to build long-term client relationships.
• Willing to network and prospect for new clients.
• Training and ongoing support provided.

Responsibilities

• Meet with individuals, families, and business owners to understand their needs and goals.
• Help clients understand their life insurance and annuity options.
• Recommend life insurance and annuity solutions based on each client’s situation.
• Build your client base through networking, referrals, prospecting, and community involvement.
• Follow up with clients as their lives and needs change.
• Build strong, long-term relationships with clients.
• Participate in training, coaching, and ongoing professional development.
• Maintain accurate client records and follow regulatory requirements.

Skills

Interpersonal skills

Relationship building

Networking

Communication

Education

Michigan Life and Health Insurance License

Job description

Riverfront Insurance and Financial Group is seeking a motivated Financial Representative to serve individuals, families, and business owners, helping them protect loved ones and plan for their financial future.

You’ll engage clients through conversations, assess goals, and present suitable life insurance and annuity solutions while growing your own client base via networking and referrals. Training and mentorship are provided to support your career growth.