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Entrepreneurs with A Growth Mindset

extra holidays - fully flexible
Remote: 
Full Remote
Contract: 
Freelance
Experience: 
Entry-level / graduate
Work from: 
Texas (USA), United States

Offer summary

Qualifications:

Valid Life Insurance License required, Strong communication skills, Sales or insurance experience preferred.

Key responsabilities:

  • Engage with clients as a trusted advisor
  • Conduct needs assessments for coverage recommendations
  • Educate clients about life insurance policies
  • Assist in application processes and documentation
  • Maintain ongoing client relationships and collaboration
Maverick Financial Services logo
Maverick Financial Services Financial Services Startup http://maverickfinancial.co/
2 - 10 Employees
About Maverick Financial Services
Maverick Financial Services, partnered with Yellowstone Life Insurance Agency, Integrity Marketing Group, and Equis Financial is a premier Insurance Marketing Organization for independent insurance agents and agency builders today. Designed from the ground up by industry veterans, Equis provides a proven system that works for anyone. With the driving force of progressive technology, an exclusive lead program, a competitive product portfolio, and state-of-the-art training, Equis has created a company for agents and agency builders to develop a business of their own. Equis Financial was acquired by Integrity Marketing Group, the nation’s largest independent distributor of life and health insurance products, in May of 2020 to accelerate combined growth and provide even more Americans with the important life and health insurance coverage they need. Services provided: Life Insurance including benefits such as mortgage protection, final expense, and living benefits; and retirement solutions, including debt elimination. Website http://www.equisfinancial.com Industry Insurance Company size 201-500 employees 1,200 associated members LinkedIn members who’ve listed Equis Financial as their current workplace on their profile. Founded 2015 Specialties Insurance, Finance, Entrepreneur, Partnership, Technology, Client, and Training
See more Maverick Financial Services offers

Job description

Maverick Financial Services & Yellowstone Life Insurance Agency, LLC, an Integrity Company, is in search of a Licensed Life Agent to join our dynamic team. In this role, you will have the opportunity to impact lives positively by providing critical insurance solutions to families across the nation.

As a Licensed Life Agent, you will engage with clients and guide them through the process of selecting the appropriate life insurance coverage that aligns with their needs and financial goals. You will utilize our innovative lead generation systems, which connect you with individuals actively seeking insurance options, ensuring you can focus on building relationships and closing sales.

We value individuals who are passionate about helping others, possess strong communication skills, and have a drive for success in a commission-based environment. If you're ready to elevate your career in the insurance field, we invite you to apply!

Responsibilities

  • Engage with clients, acting as a trusted advisor to provide tailored life insurance solutions.
  • Conduct comprehensive needs assessments to understand clients' unique situations and recommend appropriate coverage.
  • Educate clients on the benefits, features, terms, and limitations of various life insurance policies.
  • Assist clients in completing applications and collecting necessary documentation for policy issuance.
  • Maintain ongoing relationships, following up regularly to review policies and adjust coverage as necessary.
  • Collaborate with insurance carriers to ensure smooth processing of applications and favorable policy terms.

Requirements

  • A valid Life Insurance License is required.
  • Strong interpersonal and communication skills.
  • Ability to build rapport quickly and effectively with clients.
  • Excellent problem-solving abilities and attention to detail.
  • Self-motivated with strong organizational skills.
  • Prior experience in sales or the insurance industry is preferred but not mandatory.

Benefits

Freedom & ability to work virtually

Required profile

Experience

Level of experience: Entry-level / graduate
Industry :
Financial Services
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Hard Skills

Customer Relationship ManagementLife Insurance Underwriting

Other Skills

  • Organizational Skills
  • Social Skills
  • Verbal Communication Skills
  • Sales
  • Problem Solving
Are you interested?

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