Licensed Insurance Broker (Manager)

Alchemy Financial Group; Savannah (GA); Hybrid; USD 71,078 - 155,108; Full time

Benefits offered by this job

Flexible schedule

Work from home

Job summary

An innovative firm in the financial services sector is seeking driven individuals to join their team as independent advisors. This exciting role involves evaluating clients' insurance needs and providing exceptional customer service while onboarding new clients. With a focus on mentorship and partnership, this company empowers its agents to thrive in their careers. If you have strong interpersonal and communication skills, are detail-oriented, and enjoy working in a collaborative environment, this opportunity could be the perfect fit for you. Join a forward-thinking organization that values your growth and success!

Qualifications

• Must be 18 years or older with an active driver's license.
• Outstanding interpersonal and communication skills are essential.

Responsibilities

• Evaluate customers' insurance needs and create tailored experiences.
• Provide professional customer service and maintain client records.

Skills

Interpersonal skills

Communication skills

Leadership skills

Management skills

Detail-oriented

Team player

Education

High school diploma or equivalent

Tools

Customer relationship management (CRM) software

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

Job Type: Full-time

Pay: $71,078.00 - $155,108.00 per year

Benefits:

• Flexible schedule
• Work from home