UNKNOWN

ADAPTED_NOW

Accountable for achieving key performance indicators of the portfolio includin Developing and furthering successful relationships with distribution partners within the portfolio by: Having regularly scheduled portfolio review calls. Delivers profitable outcomes on less complex niche business through effective risk selection by: Analyzing, selecting and profitably pricing business with prescriptive terms and conditions of coverage.

As a Religious Organizations Commercial Underwriter, you are responsible for managing a book of business for profitability and growth. You will review both new and/or renewal business, assess risk of coverage, prepare quotes and respond to coverage questions, within the assigned authority level. In this role you will also build successful relationships with agents to drive increased, positive business flow. To be successful in this role you will work under limited supervision and exercise significant independent judgement in performing work. Based on location and requirements of the role, this position will either be a hybrid or a remote position. Accountabilities:<ul><li>Delivers profitable outcomes on less complex niche business through effective risk selection by:
 <ul><li> Analyzing, selecting and profitably pricing business with prescriptive terms and conditions of coverage</li><li>Examining inspection reports, location, risk, financial and other available tools and reports to identify new or unresolved concerns</li><li>Communicating with Risk Control for inspections, follow ups and service needs for insureds</li><li>Driving corrective action or remediation strategies on renewal accounts</li><li>Escalating referrals, in a timely manner, on accounts that need additional review or approval by higher level underwriters</li><li>Adhering to service expectations and regulatory compliance by the timely release of renewals, non-renewals and conditional notices</li></ul></li><li>Accountable for achieving key performance indicators of the portfolio includin
 <ul><li>Developing and furthering successful relationships with distribution partners within the portfolio by:
 <ul><li>Having regularly scheduled portfolio review calls</li><li>Meeting voice of the customer guidelines</li><li>Limited travel to distribution partner offices</li></ul></li></ul></li><li>Consistently meeting our voice of the customer standards</li><li>Coordinating with distribution team to building pipeline, resolve issues, concerns or conflict and oversee change management</li><li>Communicating regularly with portfolio team members on health of assigned agencies and market conditions that could impact the portfolio</li></ul> Cultivate a High Performing Culture<ul><li>Superior customer service and business acumen</li><li>Mentoring support staff throughout their career development.</li><li>Conduct peer audits and approve underwriting decisions (LOAs) for lower authority levels.</li><li>Assist in the training of new hires and internal promotions by providing continuous mentoring and feedback to foster successful employee development.</li><li>Reviewing, mentoring, and approving referrals for lower authority level associates</li><li>Perform other related work as assigned.</li></ul>

Guide One Insurance

Religious Organizations Commercial Lines Underwriter - Hybrid or Remote Opportunity - Kansas City, MO

FULL_TIME

FEED

YEAR

The company provides comprehensive financial planning services including retirement planning, investment advisory services, portfolio management, insurance solutions, estate planning coordination, and wealth management strategies. We are hiring an Entry-Level Financial Advisor to provide financial planning, retirement planning, insurance planning, and investment advisory support.

FINANCIAL ADVISOR (ENTRY-LEVEL) – FINANCIAL PLANNER | WEALTH MANAGEMENT TRAINEE | INSURANCE AND INVESTMENT REPRESENTATIVE LOCATION: Remote / Hybrid, United States JOB TYPE: Full-Time SALARY: $60,000 - $120,000 per year (W-2; Commission-Based Compensation; Residual Income; Performance Bonuses) ABOUT THE ROLE We are hiring an Entry-Level Financial Advisor to provide financial planning, retirement planning, insurance planning, and investment advisory support. This role is designed for individuals pursuing a long-term career in wealth management, financial services, or insurance sales. This is a W-2 position with commission-based compensation. Earnings are tied to production, client acquisition, and retention. RESPONSIBILITIES<ul style="margin-bottom:11px"><li style="margin-bottom:11px">Prospect new clients through networking, referrals, and business development</li><li style="margin-bottom:11px">Conduct financial needs analysis and fact-finding interviews</li><li style="margin-bottom:11px">Educate clients on retirement planning, life insurance, disability insurance, and investment options</li><li style="margin-bottom:11px">Support portfolio implementation including mutual funds and insurance products</li><li style="margin-bottom:11px">Maintain client relationship management (CRM) records</li><li style="margin-bottom:11px">Ensure regulatory compliance and documentation standards</li><li style="margin-bottom:11px">Participate in licensing preparation and professional development</li><li style="margin-bottom:11px">Deliver ongoing client service and relationship management</li></ul>REQUIRED QUALIFICATIONS<ul style="margin-bottom:11px"><li style="margin-bottom:11px">High school diploma or equivalent</li><li style="margin-bottom:11px">Ability to obtain Life and Health Insurance license</li><li style="margin-bottom:11px">Strong communication and consultative sales skills</li><li style="margin-bottom:11px">Comfortable with prospecting, lead generation, and client acquisition</li><li style="margin-bottom:11px">Basic proficiency with CRM software and Microsoft Office</li></ul>PREFERRED QUALIFICATIONS<ul style="margin-bottom:11px"><li style="margin-bottom:11px">Bachelor’s degree in Finance, Business Administration, Economics, or Marketing</li><li style="margin-bottom:11px">1+ year of experience in sales, banking, insurance, financial services, or customer service</li><li style="margin-bottom:11px">Active Life and Health Insurance license</li><li style="margin-bottom:11px">Interest in securities licensing including Series 6, Series 7, Series 63, or Series 66</li><li style="margin-bottom:11px">Interest in Certified Financial Planner (CFP) track</li></ul>BENEFITS<ul style="margin-bottom:11px"><li style="margin-bottom:11px">W-2 employment status</li><li style="margin-bottom:11px">Commission-based compensation with residual income</li><li style="margin-bottom:11px">Performance bonuses and production incentives</li><li style="margin-bottom:11px">401(k) with company match</li><li style="margin-bottom:11px">Medical, dental, vision, life, and disability insurance</li><li style="margin-bottom:11px">Licensing sponsorship (if applicable)</li><li style="margin-bottom:11px">Structured mentorship and financial advisor training program</li><li style="margin-bottom:11px">Flexible scheduling</li></ul>ABOUT THE COMPANY The company provides comprehensive financial planning services including retirement planning, investment advisory services, portfolio management, insurance solutions, estate planning coordination, and wealth management strategies. Advisors operate within regulatory guidelines and receive operational, compliance, and marketing support. EQUAL OPPORTUNITY EMPLOYER STATEMENT We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to any protected characteristic in accordance with applicable federal, state, and local laws.  Career Headhunter is committed to equal opportunity and diversity in the workplace. We consider all qualified applicants without regard to race, color, religion, gender, sexual orientation, national origin, disability, or veteran status. All inquiries and applications are kept confidential.Powered by JazzHR

Wisepath Financial Group

FINANCIAL ADVISOR (ENTRY-LEVEL)

partner JazzHR

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Guide One Insurance

Wisepath Financial Group

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