Job Description
Job Description
Job Description
Join Our Growing Team at Prosperous Advisors!
Who We Are:
At Prosperous Advisors, we create financial turning points for businesses and individuals by simplifying their health benefit plans, wealth & financial plans, and their risk & liability transfer plans.
We are looking to add a Life & Health Insurance Agent to join our team and contribute to our rapid growth!
Our firm and associated insurance agencies have been serving clients since 2006 in the western states. We are the in-house insurance & financial services brokerage for Planstin Administration. Historically, the agency has focused on Individual & Group Health Benefits, Commercial Insurance, as well as Personal Lines (Home, Auto, & Umbrella). However, starting in 2023 we began the expansion of our offering to include financial services such as Life Insurance, Long Term Care, Annuities, Medicare, and more!
As part of our business expansion, we are branching out from serving clients in just the western states to a nationwide multi-line approach.
Given the growth that is ahead, this role will be pivotal in expanding our firm's services & offerings!
Who You Are:
- An ideal candidate for this role may be an existing licensed agent or sales associate who is or has been captive to a carrier and is looking to transition to an independent offering. If this is you, this just might be your dream position!
- 2-3+ Years of sales or sales management experience is preferred.
- Those who do not have insurance industry experience are encouraged to apply if you feel like your sales skills would be translatable!
- You are a person who is driven, knows how to get results, but is still teachable and coachable.
- You are someone who can align and resonate with our firm's core values, here is a brief sample:
Prosperous Producers:
- Each day we can live in scarcity & lack or prosperity & abundance; this choice determines the outcome of our lives. We choose to live Prosperous!
- We have a zero tolerance "commission breath" policy. We are "problem finders" not "product pushers". We turn down bad business.
- We create more value than we consume.
- We create freedom & wealth through serving others. "Help thy brothers boat across and lo thine own has reached the shore."
- We don't chase prosperity through the lens of scarcity.
Other Core Values Include:
- Extra Mile Efforts
- Resourcefulness Over Resources
- Stewardship
- Partnership & Collaboration
- Pursue Excellence Not Perfection
What You Will Do:
- Sales and Production:
- Actively prospect and generate leads through strategic networking, referrals, and community involvement, always striving for excellence in lead generation and conversion.
- Help nurture, convert, and close inbound new leads and former clients.
- Maintain a high standard of ethical conduct, avoiding "commission breath" and focusing on problem-solving rather than product pushing.
- Set ambitious production goals and consistently exceed them through dedication to client service and continuous improvement.
- Respect and earn trust through transparent communication and dedication to client outcomes, demonstrating respect for clients' decisions and financial well-being.
- Pursue excellence in every aspect of client interaction, striving to deliver exceptional service and solutions.
- Client Relationship Management:
- Build and nurture client relationships based on trust, integrity, and following the core values of our firm.
- Provide personalized insurance solutions that go beyond basic coverage to meet clients' specific needs and goals.
- Embody the philosophy of going the extra mile, ensuring that client needs are not just met but exceeded.
- Take initiative to anticipate client concerns and proactively address them, reflecting a purpose-driven approach focused on client best interest rather than merely making sales.
- Pursue Mastery in your product & industry knowledge and continually seek to improve your expertise to better serve clients and the market.
- Collaborate with colleagues and other financial professionals to provide comprehensive solutions and build a supportive network for clients.
- Production Related Administrative Duties:
- Enter lead & client information into CRM systems and ensure details are up to date and accurate.
- Collaborate well with other staff & teammates.
- Assist with the personal production of the President & Agency Principal.
- Help with assigned projects and tasks.
Prosperous Advisors Employee Benefits:
- Compensation: $40,000 - $50,000 Base Compensation (Depending on experience, and which pay structure is preferred) with opportunity to earn total compensation of $50,000-$70,000+ in the first year through commissions. Subsequent earning potential in future years being $100k-$150k+
- Comprehensive insurance coverage including health, dental, vision, and accident plans tailored for your well-being.
- 14 paid holidays plus 2 weeks of paid time off to balance work and life from the start.
- Opportunities for professional development and career growth.
- 401k plan with a 4% match.
- Enjoy the simplicity of weekly paychecks along with the perk of free snacks and regular lunches available
- Build strong connections in an environment of great people and a great culture.
Job Posted by ApplicantPro
Job Tags
Holiday work,