Licensed Insurance Broker

Alchemy Financial Group; Savannah (GA); On-site; USD 45,000 - 75,000; Full time

Job summary

A financial services organization based in Savannah, Georgia is looking for individuals to join their team as independent advisors and brokers. The role emphasizes exceptional interpersonal skills, customer service during onboarding, and collaboration with clients to create tailored insurance solutions. Applicants should be at least 18 years old, possess an active driver's license, and ideally have a background in customer service. Join an innovative team committed to developing partners rather than just employees.

Qualifications

• Must be 18 years or older.
• Active driver's license required.
• An active Life Health insurance license is a strong bonus but not required.
• Previous customer service experience preferred.

Responsibilities

• Evaluate customers' insurance needs and financial status.
• Provide warm customer service while onboarding and maintaining clients.
• Ensure all paperwork is up to date and maintain records.

Skills

Interpersonal skills

Communication skills

Leadership skills

Management skills

Detail-oriented

Team player

Job description

P. R. Financial is an independent marketing organization (IMO) in the financial services industry; specifically in the insurance marketplace. We serve clients by acting as their independent advisor and broker for products in life insurance, health insurance, retirement, annuities, Medicare, senior benefits, and more. P. R. Financial is remaking the industry for agents by agents. Each agent owns their book of business. We would love for you to join us!

Our approach is simple. We believe in our people, we provide them a platform, we train them how to be amazing, mentor them into maturity, and cheer them on the way to becoming our partners. We want partners, not employees. Apply today!

Job Responsibilities:

• Evaluate new customers' insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectations.
• Provide warm and professional customer service while onboarding new clients and maintain existing clients, including booking appointments, inquiry response, insurance eligibility, claim submissions, questions concerning billing, and insurance policies.
• Ensure all paperwork is up to date while maintaining records and bookkeeping.

Job Qualifications:

• Great interpersonal, communication, leadership, and management skills
• Must be 18 years or older
• Active driver's license
• Must be coachable, detail-oriented, and a team player.
• Possesses outstanding interpersonal and communication skills.
• An active Life Health insurance license is a strong bonus but not required.
• Previous customer service preferred