Life and Financial Services Agent

SHANE MASON INSURANCE AGENCY INC; Plymouth (MN); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Dental insurance

Flexible schedule

Opportunities for advancement

Paid time off

Job summary

Shane Mason Insurance Agency Inc in Plymouth, MN is seeking a Life and Financial Services Sales professional to help clients protect what matters most and plan for a secure financial future.

Join a team that builds lasting relationships, presents tailored policy solutions, and grows a local book of business while working in a commission‑driven environment with advancement opportunities and a comprehensive benefits package.

Qualifications

• Active Minnesota Life & Health Insurance License (or ability to obtain).
• Prior experience in insurance, financial services, or consultative sales preferred.
• Strong interpersonal and communication skills with a client-first mindset.
• Self-motivated, goal-oriented in a commission-driven environment.

Responsibilities

• Prospect and develop new client relationships through networking, referrals, and outreach
• Consult with clients to assess life insurance and financial services needs
• Present and sell life insurance policies, annuities, and financial products tailored to client goals
• Maintain and grow an existing book of business through ongoing client follow-up
• Prepare and deliver sales presentations and policy proposals
• Stay current on industry products, regulations, and market trends
• Meet or exceed monthly and annual sales targets and performance goals

Skills

Life insurance

Financial services

CRM tools

Client relations

Education

HS Diploma

BA preferred

Tools

CRM software

Job description

Benefits

• 401(k)
• 401(k) matching
• Bonus based on performance
• Competitive salary
• Dental insurance
• Flexible schedule
• Opportunity for advancement
• Paid time off

About the Role

Join Shane Mason Insurance Agency Inc in Plymouth, MN, and build a rewarding career in Life and Financial Services Sales! This is an exciting opportunity to make a real difference in people's lives by helping clients protect what matters most and plan for a secure financial future.

Responsibilities

• Prospect and develop new client relationships through networking, referrals, and outreach
• Consult with clients to assess life insurance and financial services needs
• Present and sell life insurance policies, annuities, and financial products tailored to client goals
• Maintain and grow an existing book of business through ongoing client follow-up
• Prepare and deliver sales presentations and policy proposals
• Stay current on industry products, regulations, and market trends
• Meet or exceed monthly and annual sales targets and performance goals

Requirements

• Active Minnesota Life & Health Insurance License (or ability to obtain)
• Prior experience in insurance, financial services, or consultative sales preferred
• Strong interpersonal and communication skills with a client-first mindset
• Self-motivated, goal-oriented, and comfortable working in a commission-driven environment
• Ability to explain complex financial concepts in a clear and relatable way
• Proficiency with CRM tools and basic computer applications
• High school diploma required; bachelor's degree in finance, business, or related field a plus

About Us

Shane Mason Insurance Agency Inc is a trusted insurance and financial services provider serving the Plymouth, MN community and surrounding areas. Our clients rely on us for personalized guidance and solutions that protect their families and secure their financial futures. We foster a supportive, team-oriented culture where motivated professionals have the tools and resources they need to thrive and grow their careers.