Financial Services Specialist

and the job listing Expires on February 20, 2026

We are seeking a driven and personable Financial Services Specialist to join our team, with a focus on life insurance sales. In this role, you will meet with clients to assess their financial needs, educate them on life insurance options, and help them secure the coverage that fits their goals. You’ll play a key part in building relationships and growing our client base.

Key Responsibilities:

• Meet with clients to understand their financial situation and goals
• Provide expert guidance on life insurance products and services
• Develop personalized coverage solutions for clients and their families
• Build and maintain strong, long-term client relationships
• Proactively identify and reach out to prospective clients
  
  Stay current on industry trends, products, and regulations
• Achieve sales targets and contribute to team growth

Qualifications:

• Bachelor’s degree preferred, but not required
• Strong communication, presentation, and interpersonal skills
• Sales experience or customer service background is a plus
• Ability to build trust and rapport with clients
• Self-motivated and goal-oriented
• Life insurance license (or willingness to obtain)
• Competitive compensation and commission structure
• Comprehensive training and ongoing professional development
• Opportunity for career advancement within the agency