Licensed Life Insurance Broker
We are seeking a motivated insurance agent with an entrepreneurial spirit to identify and convert sales leads for insurance policies while overseeing a robust portfolio of clients. The successful candidate will have served in a related insurance industry role in which he or she cultivated a pool of prospective clients through referrals, networking, cold calls, marketing initiatives, and other proactive sales strategies. If you are an enthusiastic, intuitive, and organized professional who thrives in a multifaceted role, this job is for you! Well provide you with the training, mentoring, and support you need to take your earning potential into your own hands. If this sounds like you, apply today!Compensation:
$100,000 - $120,000 at plan commission
Responsibilities:
Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty
Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish
Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities, and present insurance plan options tailored to their individual circumstances
Ensure bookkeeping systems, sales databases, and customer records are maintained to report progress toward monthly initiatives to stakeholders
Work with policyholders to develop and deliver risk management strategies that fit their individual profiles
Qualifications:
Bachelors degree preferred; high school diploma required
Strong interpersonal skills, communication skills, customer service skills, and analytical skills are required
Some experience with accounting or sales lead software is beneficial
Some computer skills with ability to use Microsoft Office is required
Working knowledge of the insurance industry, insurance products risk management profiles, and related state and federal regulations
Must live in and be authorized to work in the US to be considered for this position
About Company
GFI is a financial services/tech platform based out of CA backed by multi-billion venture capitalist firms empowering people to dream again while making a global financial impact.
We advocate for and negotiate with Top 25+ Fortune 500 Financial Institutions to meet middle-class family and small business financial goals.
Apply Now
$100,000 - $120,000 at plan commission
Responsibilities:
Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty
Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish
Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities, and present insurance plan options tailored to their individual circumstances
Ensure bookkeeping systems, sales databases, and customer records are maintained to report progress toward monthly initiatives to stakeholders
Work with policyholders to develop and deliver risk management strategies that fit their individual profiles
Qualifications:
Bachelors degree preferred; high school diploma required
Strong interpersonal skills, communication skills, customer service skills, and analytical skills are required
Some experience with accounting or sales lead software is beneficial
Some computer skills with ability to use Microsoft Office is required
Working knowledge of the insurance industry, insurance products risk management profiles, and related state and federal regulations
Must live in and be authorized to work in the US to be considered for this position
About Company
GFI is a financial services/tech platform based out of CA backed by multi-billion venture capitalist firms empowering people to dream again while making a global financial impact.
We advocate for and negotiate with Top 25+ Fortune 500 Financial Institutions to meet middle-class family and small business financial goals.
Apply Now