Insurance Agent HealthMarkets
Apopka, FLToday
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Skills
- Business Planunmatched
- Cold Calling Skillsunmatched
- Customer Acquisitionunmatched
- Customer Relationsunmatched
- Customer Support/Serviceunmatched
- Customer Trainingunmatched
- Develop and Maintain Customersunmatched
- Documentationunmatched
- Financeunmatched
- Financial Planningunmatched
- Financial Policiesunmatched
- Financial Regulationsunmatched
- Financial Servicesunmatched
- Health Insuranceunmatched
- Investment Managementunmatched
- Maintain Complianceunmatched
- Mentoringunmatched
- People Managementunmatched
- Resolve Customer Issuesunmatched
- Sales Prospectingunmatched
- Securitiesunmatched
- Series 6unmatched
- Stock Marketunmatched
- Training/Teachingunmatched
Description
Benefits:
We are not just offering a job but a meaningful career! Come join our passionate team!
Position Overview:
If you are an ambitious securities licensed financial advisor trained in financial products and services, love working with clients but are frustrated by the endless cold call prospecting in a primarily commissioned-based role, we would love to talk to you. At our agency, we have a different model that includes a permanent base salary, book of customer households, Wealth Academy Training, world class products that include American Funds and BlackRock funds, with guidance and mentoring from a successful career agent.
Responsibilities:
- 401(k)
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
We are not just offering a job but a meaningful career! Come join our passionate team!
Position Overview:
If you are an ambitious securities licensed financial advisor trained in financial products and services, love working with clients but are frustrated by the endless cold call prospecting in a primarily commissioned-based role, we would love to talk to you. At our agency, we have a different model that includes a permanent base salary, book of customer households, Wealth Academy Training, world class products that include American Funds and BlackRock funds, with guidance and mentoring from a successful career agent.
Responsibilities:
- Offer comprehensive financial planning and advice to existing State Farm customer households.
- Partnering and mentoring with a career agent in developing a business plan and delivering against a client service model.
- Maintain and enhance new and existing relationships through active communication with customers, processing customer requests, resolving inquiries, providing guidance, and making sure key information and documentation remains current.
- Demonstrate a deep understanding of financial markets and sound business judgement.
- Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
- Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and manage their investments.
- Understand and ensure business adherence with financial industry regulatory policies.
- Bachelor's degree preferred.
- Active Securities Industry Essentials (SIE) Exam, Series 6 and/or 65, or 63 licenses and/or ChFC.
- Minimum of 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
Numbers & Facts
| Location | Winter Park, FL |
| Job Type | Full-time |
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