Insurance Broker

Modern Wealth Insurance Group; Huntersville (NC); On-site; USD 55,000 - 85,000; Full time

Job summary

Modern Wealth Insurance Group in Huntersville, NC seeks an Insurance Broker to work on-site. You will advise clients on options, assess needs, and tailor policies aligned with financial goals.

You will meet clients, review products, prepare quotes, and handle applications and renewals, while delivering strong service and staying compliant. Collaborate with teams and carriers to ensure timely solutions and high-quality support.

Qualifications

• Active state insurance license or ability to obtain.
• Experience in insurance or financial services.
• Strong analytical and communication abilities.
• Ability to analyze coverage needs and compare products.
• Proficiency with CRM or policy management systems.
• Sales or consultative selling experience.

Responsibilities

• Advise clients on insurance options and assess coverage needs.
• Prepare quotes and proposals for clients.
• Manage policy applications and renewals.
• Provide ongoing customer service and address inquiries.
• Maintain accurate records in compliance with regulations.
• Collaborate with internal teams and carriers to deliver solutions.

Skills

Insurance brokerage

Finance & retirement planning

Customer service

Regulatory compliance

CRM systems

Sales / consultative selling

Job description

Company Description

Modern Wealth Insurance Group is a growing firm focused on helping individuals and families protect their assets and plan for long-term financial security. The company offers a range of insurance and retirement planning solutions designed to meet diverse client needs. Team members collaborate to provide thoughtful guidance, personalized service, and clear education around complex financial products. Modern Wealth Insurance Group values integrity, client-centric decision making, and ongoing professional development for its staff.

Role Description

The Insurance Broker role is a full-time, on-site position based in Huntersville, NC. This role is responsible for advising clients on insurance options, assessing coverage needs, and recommending appropriate policies that align with their financial and retirement goals. Day-to-day tasks include meeting with clients, reviewing and comparing insurance products, preparing quotes and proposals, and managing policy applications and renewals. The Insurance Broker will also provide ongoing customer service, address client inquiries and claims-related questions, and maintain accurate records in compliance with regulatory and company standards. Collaboration with internal teams and insurance carriers is required to ensure clients receive timely, effective solutions and a high level of service.

Qualifications

• Candidates should possess skills in Insurance Brokerage and Insurance to analyze coverage needs, recommend suitable products, and navigate carrier offerings.


• Candidates should possess Finance and Retirement Planning skills to help clients align insurance solutions with long-term financial and retirement objectives.


• Candidates should possess strong Customer Service skills to build trust, manage client relationships, and respond promptly to questions and concerns.


• Relevant qualifications include an active state insurance license (or ability to obtain), experience in insurance or financial services, and strong analytical and communication abilities.


• Additional beneficial qualifications include proficiency with CRM or policy management systems, comfort with sales or consultative selling, and a commitment to ethical, client-focused advising.