Insurance and Investment Sales

Are you interested in building a long-term career in financial services while helping individuals, families, and business owners plan for their financial futures?. . As a Financial Professional, you will develop client relationships, understand financial needs and goals, and help clients evaluate appropriate insurance and financial solutions. Responsibilities may include:. .

• Building and managing a client base.
• Meeting with individuals, families, and business owners.
• Identifying financial priorities and long-term goals.
• Discussing life insurance and other protection strategies.
• Exploring retirement and wealth-building solutions.
• Developing professional and referral networks.
• Conducting regular client reviews and maintaining ongoing relationships.
• Completing required training and obtaining applicable licenses and registrations.
• Continuing to develop knowledge of insurance and financial services.

With the appropriate licenses and registrations, you may also have opportunities to offer investment products and expand your financial-services practice.. .

Access training, mentoring, licensing preparation, and professional-development resources designed to help you build knowledge and client-service skills. Training may cover insurance and financial products, prospecting, business development, relationship management, sales communication, and ethical business practices.. .

• Strong communication and interpersonal skills.
• Self-motivation and a goal-oriented approach.
• Interest in sales, business development, and financial services.
• Ability to build and maintain professional relationships.
• Willingness to obtain required insurance licenses and applicable securities registrations.
• Commitment to continued learning and professional development.

Previous experience in financial services is not required. Transferable experience in sales, banking, real estate, account management, recruiting, hospitality, management, education, military service, or community leadership may be valuable.. .

As your experience and qualifications grow, you may have opportunities to pursue professional designations, expand your practice, or explore leadership and management career paths.. .

We are an equal opportunity employer, including for protected veterans and individuals with disabilities.

Not required

Full-time

Immediate start!

Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment products and services. We act with integrity and humanity in all our interactions with our policy owners.