Adcock Financial Group of Tampa, FL, a past winner of Small Business of the Year, is seeking a licensed individual to join our Estate Planning and life insurance team. Our ideal candidate will have an understanding of the life insurance, executive benefits and estate planning industry and hold the proper insurance licenses. This is your chance to join a financial services firm that is focused on forming great relationships with clients, providing great service and offering professional solutions. Adcock Financial Group is a family owned financial services firm that is rapidly expanding and requires this position to help service our current and new clients coming onboard.
We are looking for a highly professional, energetic, and organized individual with excellent interpersonal communication skills. The candidate must have the ability to multi-task and prioritize in a fast-paced environment. This position will service an existing book of business and will be charged with developing new business.
Cultivate new relationships and a pipeline of prospective clients through networking, prospecting events, referrals, etc.
Responsible for conducting insurance reviews for existing relationships on a mature book of over 1K policies.
Develop campaigns that result in new insurance contracts (life, DI, LTC, executive benefits, etc.)
Evaluate business or individual customers’ needs and financial status and propose protection plans that meet their criteria
Work with clients to deliver risk management strategies that fit their risk profiles
Answer client calls and service requests in a timely manner
Complete, submit and follow up on client applications
Identify cross-selling opportunities to other lines of business within the company
Report the progress of monthly/quarterly initiatives to stakeholders
Maintain CRM database with clients and prospect
Create and track personal commission (Excel)
Keep up with continuing education and ever changing industry standards
Qualifications
2+ years of relevant industry experience
Current Florida 2-14/15 Life and Variable annuity license
Estate planning and case design experienced preferred
Knowledge of Microsoft Office applications
Bachelor’s degree in related field preferred
Excellent communication and organizational skills
The Skills we are hiring for:
Strong customer service skills on the phone and face-to-face
Passion for people, developing relationships and building your network
Goal-oriented with a focus on achieving sales success
Excellent time management and organizational skills
Benefits
Competitive compensation based on experience and ability to contribute to the firm
Salary + Commission structure
401(k) match with Safe Harbor
Profit Sharing Plan
Paid Time Off
All major holidays off
Employer paid Health, Dental and AD&D Insurance
Group voluntary Vision, Life and Disability Insurance