GFI - Megan Waid Financial • Remote
Posted 4 days ago
Description We want to add a motivated and personable new employee to our insurance agent team who is seeking a new learning opportunity with lots of room for growth. The ideal candidate for our entry-level insurance agent position has the solid communications skills it takes to drive insurance sales among potential clients and new clients. Bring a friendly attitude and a passion for customer service, and we’ll invest our resources into training you to be a successful insurance sales representative!
Responsibilities Spend time listening to existing, new, and prospective clients to evaluate their needs and stage-of-life priorities before presenting insurance plan options for their specific circumstances.
Take ownership of ensuring there are accurate records of all necessary bookkeeping, client, and sales reports in order to track and communicate the status of assigned goals.
Remain updated about insurance industry changes that may affect customers in your portfolio.
Offer personal attention when pursuing new clients through various marketing strategies to grow your existing portfolio of policyholders.
Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs.
Qualifications Must be proficient on Zoom.
Open to embracing the insurance industry and becoming educated about its relevant state and federal regulations.
Valid insurance license required or candidates must be willing to get licensed.
Compensation $50,000 at plan commission.
About GFI - Megan Waid Financial We’re on a mission to transform the financial landscape—one entrepreneur at a time. More than just building a business, we’re creating a movement of financial professionals who are passionate about making a difference.
We believe that anyone, regardless of background or experience, deserves the opportunity to create a fulfilling and prosperous future. We provide the tools, training, and mentorship needed to help individuals thrive in the financial industry.
When you join our agency, you become part of a dynamic, supportive community committed to helping families secure their financial future, achieve their dreams, and build lasting legacies. Whether you're seeking a new career path, additional income, or a way to create generational wealth, we’re here to help you make it happen.
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