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Financial Services Agent

Job in Plymouth, Hennepin County, Minnesota, USA
Listing for: SHANE MASON INSURANCE AGENCY INC
Full Time position
Listed on 2026-10-07
Job specializations:
  • Sales
    Insurance Sales, Financial Sales
  • Insurance
    Insurance Sales, Financial Sales, Life Insurance
Salary/Wage Range or Industry Benchmark: 60000 - 90000 USD Yearly USD 60000.00 90000.00 YEAR
Job Description & How to Apply Below
Position: Life and Financial Services Agent
Benefits
  • 401(k)
  • 401(k) matching
  • Bonus based on performance
  • Competitive salary
  • Dental insurance
  • Flexible schedule
  • Opportunity for advancement
  • Paid time off
About the Role

Join Shane Mason Insurance Agency Inc in Plymouth, MN, and build a rewarding career in Life and Financial Services Sales! This is an exciting opportunity to make a real difference in people's lives by helping clients protect what matters most and plan for a secure financial future.

Responsibilities
  • Prospect and develop new client relationships through networking, referrals, and outreach
  • Consult with clients to assess life insurance and financial services needs
  • Present and sell life insurance policies, annuities, and financial products tailored to client goals
  • Maintain and grow an existing book of business through ongoing client follow-up
  • Prepare and deliver sales presentations and policy proposals
  • Stay current on industry products, regulations, and market trends
  • Meet or exceed monthly and annual sales targets and performance goals
Requirements
  • Active Minnesota Life & Health Insurance License (or ability to obtain)
  • Prior experience in insurance, financial services, or consultative sales preferred
  • Strong interpersonal and communication skills with a client-first mindset
  • Self-motivated, goal-oriented, and comfortable working in a commission-driven environment
  • Ability to explain complex financial concepts in a clear and relatable way
  • Proficiency with CRM tools and basic computer applications
  • High school diploma required; bachelor's degree in finance, business, or related field a plus
About Us

Shane Mason Insurance Agency Inc is a trusted insurance and financial services provider serving the Plymouth, MN community and surrounding areas. Our clients rely on us for personalized guidance and solutions that protect their families and secure their financial futures. We foster a supportive, team-oriented culture where motivated professionals have the tools and resources they need to thrive and grow their careers.

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