What are the responsibilities and job description for the Insurance Agent position at Plan Right Financial?
PlanRight Financial
Are you ready to take on the challenge of building your very own team of first-rate life insurance agents? If so, we need to talk. Our agency is expanding and we need a life insurance broker ready to step up to the plate and recruit, train, and develop agents with high potential and turn them into top performers. If you’re a self-motivated, driven, natural-born leader ready to take your career to the next level, we want to make your dream a reality. Apply today!
Responsibilities
About PR Financial
Plan Right Financial is an independent marketing organization (IMO) in the financial services industry; specifically in the insurance marketplace. We serve clients by acting as their independent advisor and broker for products in life insurance, health insurance, retirement, annuities, medicare, senior benefits and more. Planright is remaking the industry for agents by agents. Each agent owns their book of business. We would love for you to join us!
Our approach is simple. We believe in our people, we provide them a platform, we train them how to be great, mentor them into maturity, and cheer them on the way to becoming our partners. We want partners, not employees.
Why work here?
Are you ready to take on the challenge of building your very own team of first-rate life insurance agents? If so, we need to talk. Our agency is expanding and we need a life insurance broker ready to step up to the plate and recruit, train, and develop agents with high potential and turn them into top performers. If you’re a self-motivated, driven, natural-born leader ready to take your career to the next level, we want to make your dream a reality. Apply today!
Responsibilities
- Assure that all ethical and legal compliance regulations are being followed when helping clients with their insurance needs
- Monitor personal performance and ensure you are meeting personal targets
- Examine current company policies, make suggestions for improvements and implement new policies for clients when necessary
- Hire, train, develop, and manage life insurance agents with great potential so they become high-performers to gain new clients and maximize sales.
- 1 year of experience in a supervisory position (Preferred, not required)
- Excellent management, leadership, interpersonal skills, and communication skills
- Life insurance license, or be willing to obtain one
- Valid driver's license
About PR Financial
Plan Right Financial is an independent marketing organization (IMO) in the financial services industry; specifically in the insurance marketplace. We serve clients by acting as their independent advisor and broker for products in life insurance, health insurance, retirement, annuities, medicare, senior benefits and more. Planright is remaking the industry for agents by agents. Each agent owns their book of business. We would love for you to join us!
Our approach is simple. We believe in our people, we provide them a platform, we train them how to be great, mentor them into maturity, and cheer them on the way to becoming our partners. We want partners, not employees.
Why work here?
- Access to over 20 companies and over 50 products to fit your client’s needs
- Inventory of client leads (in house leads)
- Make approximately $400 per life insurance sale
- Have personalized coaching from Day 1
- Opportunities for advancement
Salary : $75,000 - $120,000
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