Insurance Agent

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

• 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

Requirements

• Team-Oriented
• Enthusiastic
• Positive Attitude
• Self-Starter
• Community-Focused
• Coachable
• Goal-Driven
• Willingness to Obtain State Insurance License
• Willingness to Obtain Series 6 or 7 FINRA License
• College Degree preferred, not required

Core Competencies

Demonstrates expertise in assessing client insurance needs and providing tailored coverage solutions while maintaining exceptional customer service. Strong focus on business development and community engagement to grow membership through financial services.

Highest-signal resume keywords

• Client Needs Assessment
• Business Development
• Financial Planning
• State Insurance License
• Series 6 or 7 FINRA License

Soft Skills

• Team-Oriented
• Enthusiastic
• Positive Attitude
• Self-Starter
• Goal-Driven
• Coachable
• Community-Focused

Certifications & Qualifications

• State Insurance License
• Series 6 FINRA License
• Series 7 FINRA License

Industry Keywords

• Insurance Coverage
• Customer Service
• Networking
• Referrals
• Professional Development