Insurance Advisor: Client Needs & Growth Champion

Jobtailor; Fort Myers (FL); On-site; USD 52,000 - 76,000; Full time

Job summary

Jobtailor in Fort Myers, FL is seeking a results-driven insurance advisor who meets with client members to assess needs and tailor coverage. You will build a network through referrals, events, and community engagement, while delivering exceptional service and reaching business development goals.

Licensing and ongoing professional development are supported. Strong communication, teamwork, and self-motivation are essential; college degree preferred.

Qualifications

• Experience assessing client insurance needs and recommending coverage.
• Ability to develop new client networks and referrals.
• Willingness to obtain required licenses and pursue ongoing training.

Responsibilities

• Meet with client members to assess their insurance needs and recommend appropriate coverage
• Provide exceptional customer service, address client inquiries, and resolve issues promptly
• Build and maintain a network of client members through referrals, networking events, and community engagement
• Participate in ongoing training and professional development to stay current with industry changes and enhance sales skills
• Meet or exceed business development goals
• Protect legacies for families and businesses through wise financial planning
• Grow membership through financial services

Skills

Client Needs Assessment

Business Development

Financial Planning

Team Mindset

Education

State Insurance License

Series 6 FINRA License

Series 7 FINRA License

Job description

Jobtailor in Fort Myers, FL is seeking a results-driven insurance advisor who meets with client members to assess needs and tailor coverage. You will build a network through referrals, events, and community engagement, while delivering exceptional service and reaching business development goals.

Licensing and ongoing professional development are supported. Strong communication, teamwork, and self-motivation are essential; college degree preferred.