On-Site Insurance & Retirement Advisor

Modern Wealth Insurance Group; Huntersville (NC); On-site; USD 55,000 - 85,000; Full time

Job summary

Modern Wealth Insurance Group in Huntersville, NC seeks an Insurance Broker to work on-site. You will advise clients on options, assess needs, and tailor policies aligned with financial goals.

You will meet clients, review products, prepare quotes, and handle applications and renewals, while delivering strong service and staying compliant. Collaborate with teams and carriers to ensure timely solutions and high-quality support.

Qualifications

• Active state insurance license or ability to obtain.
• Experience in insurance or financial services.
• Strong analytical and communication abilities.
• Ability to analyze coverage needs and compare products.
• Proficiency with CRM or policy management systems.
• Sales or consultative selling experience.

Responsibilities

• Advise clients on insurance options and assess coverage needs.
• Prepare quotes and proposals for clients.
• Manage policy applications and renewals.
• Provide ongoing customer service and address inquiries.
• Maintain accurate records in compliance with regulations.
• Collaborate with internal teams and carriers to deliver solutions.

Skills

Insurance brokerage

Finance & retirement planning

Customer service

Regulatory compliance

CRM systems

Sales / consultative selling

Job description

Modern Wealth Insurance Group in Huntersville, NC seeks an Insurance Broker to work on-site. You will advise clients on options, assess needs, and tailor policies aligned with financial goals.

You will meet clients, review products, prepare quotes, and handle applications and renewals, while delivering strong service and staying compliant. Collaborate with teams and carriers to ensure timely solutions and high-quality support.