Licensed Insurance & Financial Planning Pro

New York Life - Rob Ward; Johnston (RI); On-site; USD 135,000 - 165,000; Full time

Benefits offered by this job

Extensive training program

Marketing resources

Mentorship opportunities

Independence to manage own practice

Job summary

A financial services company is seeking a Licensed Insurance Agent to provide trusted financial guidance and customized insurance solutions. Responsibilities include building client relationships, prospecting for new clients, and analyzing financial situations. The role offers extensive training and professional development opportunities, aiming to help clients achieve financial security while allowing agents to build their own practice. Compensation includes a planned commission exceeding $150,000.

Qualifications

• Motivated individuals looking to help clients achieve financial security.
• Experience in financial services or sales is a plus.
• Ability to analyze clients' financial situations.

Responsibilities

• Provide comprehensive financial guidance to clients.
• Build and maintain strong client relationships.
• Prospect for new clients through networking and referrals.
• Analyze clients' financial situations and recommend appropriate products.
• Stay informed about industry trends.

Skills

Financial planning

Client relationship management

Networking

Risk management

Investment strategies

Job description

A financial services company is seeking a Licensed Insurance Agent to provide trusted financial guidance and customized insurance solutions. Responsibilities include building client relationships, prospecting for new clients, and analyzing financial situations. The role offers extensive training and professional development opportunities, aiming to help clients achieve financial security while allowing agents to build their own practice. Compensation includes a planned commission exceeding $150,000.