Licensed Insurance Professional

Cwimoney; Chicago (IL); Remote; USD 45,000 - 80,000; Full time

Job summary

An innovative financial services company is seeking a licensed insurance professional to join its dynamic team. This role offers the opportunity to empower clients by helping them secure their financial futures through personalized insurance solutions. If you possess strong sales ambition, excellent communication skills, and a passion for customer service, this position is perfect for you. With a supportive environment that encourages professional growth and success, you will have the tools and resources needed to thrive in your career. Join a forward-thinking firm dedicated to making a positive impact in the financial well-being of individuals and communities.

Qualifications

• High school diploma required; Bachelor's degree preferred.
• Experience in insurance, finance, or sales is preferred.

Responsibilities

• Develop leads and grow client portfolio through networking and referrals.
• Identify clients’ insurance needs and conduct personalized consultations.
• Ensure timely policy delivery and evaluate evolving client needs.

Skills

Sales Skills

Communication Skills

Customer Service Skills

Analytical Skills

Organizational Skills

Multitasking Skills

Prospecting Skills

Education

High School Diploma

Bachelor's Degree

Tools

MS Office

Zoho CRM

Zoom

Job description

Chicago, United States | Posted on 10/01/2024

The CommonWealth Initiative (CWI) is a Chicago-based financial services company specializing in budgeting, insurance, tax preparation, and business development. Our services are confidential, forward-thinking, and affordable to promote financial “well-being” for the “common good.”

Since our founding in 2012, we have understood that individuals require access to effective money management services to build a solid financial foundation based on life experiences, sound financial principles, discipline, and creativity. Our firm started to help individuals and communities experience financial freedom. Today, we continue to empower our clients to take control of their financial futures through our services, void of sales pressure or commission-based sales tactics.

Job Description

The CommonWealth Initiative (CWI) seeks a licensed, self-motivated insurance professional to join our rapidly expanding brokerage team. This role is ideal for a dynamic, entrepreneurial agent passionate about helping clients protect their futures and meet their financial goals. Using CWI’s resources and network, you’ll have the support you need to drive success, grow your business, and surpass your sales targets. If you have strong sales ambition, excellent communication, and top-tier customer service skills, we encourage you to apply today.

Responsibilities

• Client Acquisition & Relationship Building: Develop leads and grow your client portfolio by networking, securing referrals, cold calling, and utilizing other innovative marketing strategies.
• Client Needs Assessment: Identify and assess clients’ insurance needs, financial goals, and risk profiles by conducting personalized consultations.
• Carrier Communication: Act as a liaison with various insurance carriers on behalf of clients.
• Underwriting & Application Processing: Complete and submit insurance applications to secure underwriting approvals.
• Policy Delivery & Follow-up: Ensure timely policy delivery, plan follow-up visits, and continuously evaluate evolving client needs.
• Professional Development: Maintain up-to-date knowledge by engaging in continuing education, networking, and professional organizations.
• Record Management: Oversee electronic and paper records, ensuring compliance with all regulatory and contracting requirements.

Requirements

Qualifications

• Education: High school diploma or equivalent required; Bachelor’s degree preferred.
• Experience: Background in insurance, finance, sales, or a related field preferred.
• Technology Skills: Proficient with MS Office, Zoho CRM software, and virtual meeting platforms (e.g., Zoom).
• Analytical Skills: Strong problem-solving skills with meticulous attention to detail.

Preferred Skills

• Proven ability in prospecting and sales.
• Highly motivated and goal-driven.
• Strong organizational and multitasking skills.
• Outstanding communication abilities.

Remote Work Requirements

• Secure, personal computer and high-speed internet access.
• Quiet, professional setting for confidential client calls and virtual meetings.

Compensation

CWI offers a competitive, commission-based compensation package, with earning potential based on your experience and sales performance.

Equal Opportunity Employer

The CommonWealth Initiative and CWI Financial Services are committed to fostering a diverse and inclusive work environment. We provide equal employment opportunities to all qualified candidates, regardless of race, color, sex, national or ethnic origin, nationality, age, religion, citizenship, disability, sexual orientation, gender identity, gender presentation, marital status, pregnancy, family structure, veteran status, or any other legally protected status. Our goal is to go beyond compliance, actively promoting fairness, respect, and inclusion in all aspects of our work.