Financial Services Insurance Agent
Listed on 2026-01-13
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Sales
Insurance Sales -
Insurance
Insurance Sales, Insurance Agent
Join to apply for the Financial Services Insurance Agent role at Legacy Partners Group
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Are you looking to expand your career and to be part of a successful team? If you enjoy working closely with clients, developing long‑term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! Legacy Partners Group, located in Madison, WI is seeking to add an Insurance Sales Agent to our team!
The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities, while providing superior client service; always putting the clients first. Initial duties include working alongside the Advisor, servicing existing clients, and client relationship building.
Education/Experience:
- Associate's Degree
- 1+ years’ experience working in a fast‑paced, sales‑driven environment
- Experience in insurance, financial services, estate planning is a plus
- Experience with Redtail and Wealth Box CRM is a plus
- Annuity sales experience is a plus
- Must be able to obtain a Life Insurance License and Notary Public Stamp
- Knowledge about programs and able to effectively answer prospect questions
- Excellent verbal and written communication skills
- Self‑motivated
- Excellent organizational skills
- Demonstrated confidence and skill in public speaking
- Develop new business and nurture existing client relationships
- Assess clients' financial needs and recommend appropriate insurance solutions
- Present and explain insurance policies and options
- Maintain accurate records and workflow using Wealth Box CRM
- Collaborate with our financial planning team to deliver integrated solutions
- Stay current on insurance regulations, products, and industry trends
- Compensation is 100% commission‑based, with earning potential up to $100K in the first year
- Monday – Friday (hours will vary – 40 hour work week)
- Attendance to a few client seminars a month (6pm‑8pm)
Associate
Employment typeContract
Job functionFinancial Services and Insurance
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