Posted 4 hours ago
Description
Requirements:
- Extensive knowledge of Disability Insurance products
- Ability to effectively collaborate with other advisors
- Specialize in DI sales through partnerships with financial professionals
- Provide guidance to increase sales and spot business growth opportunities
- At least 3 years of experience in Disability Insurance sales within a risk management and planning context
- Active Life and Health insurance license
Compensation and Benefits:
- Competitive package including base salary, bonuses, commissions, and benefits like medical, vision, dental, life, and disability insurance, and retirement savings plan
- Base salary determined by experience with performance-based incentives
Responsibilities:
- Conduct meetings with new and potential clients and carefully listen to their individual circumstances in order to present the best insurance policies to meet their needs
- Maintain a portfolio of existing customers and pursue insurance sales with new clients by using sales strategies that may include cold calling, email campaigns and networking
- Develop risk management strategies for each customer to ensure his or her policy needs are continuously met
- Stay abreast of any changes to rules or policies within the insurance agency to effectively amend insurance programs for existing and prospective clients
- Identify business and individual markets for lead generation and business development
- Provide training and collaborate for joint work opportunities with other advisors
Qualifications:
- Valid L&H insurance license required
- Series 7, 66 or 63/65 required
- Ability to prospect and generate leads and close sales
- Candidates must have some computer experience, including the ability to effectively use Microsoft Office programs
- Enjoys working independently with strong time management and organizational skills
- 4+ years selling disability insurance as part of a balanced risk management or benefits package.
Compensation: $120,000 at plan commission
About Thompson Financial Group:
Thompson Financial Group is a financial services firm. Through comprehensive financial planning, we help our clients tackle the issues that matter, supporting them through the most important decisions of their lives. As one of the most respected financial advisory firms in Hunt Valley, our reputation thrives on our high level of customer satisfaction. Built upon the foundation of integrity and family, our company culture fosters personal growth and independence for our advisors, while still maintaining powerful support through mentoring, teaming, and technology. We invest our time and effort into our advisors to help them achieve their professional goals. We have a longstanding history of success in the Greater Baltimore area and are actively expanding into select markets to better serve our clients.
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