Insurance Agent - Wisconsin

Introduction

We’re motivated by the fact that educators take care of our children’s future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future.

We are seeking an
experienced Insurance Agent
to serve a specialized
educator market
while assuming an
existing book of business with in-force policies and renewals
. As a
1099 Captive Agent
, you will be responsible for
retaining, servicing, and expanding relationships with educators
, ensuring they have the right insurance solutions tailored to their unique needs while also providing access to
valuable no-cost programs and resources

Compensation & Benefits:

• Commission-based earnings
  with renewal income from an assumed book of business.
• Access to an established client base
  with active policies in force.
• Performance-based rewards,including production incentives and exclusive trips.
• Opportunities for additional sales and referrals
  within the niche educator market.
• Ongoing training and resources
  to support professional growth.
• Flexibility and autonomy
  to manage your own schedule while benefiting from an established captive agency structure.

Why Join Us?

• Immediate renewal income
  with a built-in book of educator clients.
• Exclusive access to a niche market
  with a strong demand for specialized insurance solutions.
• Ability to make a meaningful impact
  by helping educators secure their financial future.
• Long-term career growth
  with residual income potential.

If you’re a dedicated insurance professional looking for a
specialized, relationship-driven opportunity in the educator market
, we’d love to hear from you!

• Assume and grow an established book of business
  consisting primarily of educators and school employees.
• Retain and renew existing policies
  while ensuring customer satisfaction and long-term relationships.
• Generate new business
  through referrals, school partnerships, and networking within the education sector.
• Identify cross-selling and upselling opportunities
  to offer additional protection, such as life and retirement products.
• Educate clients
  on their coverage options, policy benefits, and financial protection strategies tailored for educators.
• Share Value-Added Programs
  • Student Loan Solutions
    to help educators navigate loan repayment options.
  • Financial Wellness Workshops
    to support long-term financial planning.
  • Classroom Funding Assistance
    in partnership with
    Donors Choose
    , helping educators secure funding for essential classroom resources.

• Active insurance license
  in (Life, Health, Property & Casualty, SIE, and the ability to obtain additional FINRA licenses within 12 months).
• Proven experience as an Insurance Agent or Agency Owner,specializing in Property & Casualty, Life, and Retirement solutions.
• Strong relationship-building skills
  with the ability to connect with educators and school personnel.
• Self-motivated and goal-oriented
  with the ability to work independently.
• Excellent communication and presentation skills
  , especially in explaining policies to non-financial professionals.