Insurance Sales Agent/Leader

Job Description

Insurance Sales Agent/Leader | LongView Wealth Group

The Tone:
This is a flexible full-time and part-time remote sales position at LongView Wealth Group, a family-run independent insurance agency. The company is deeply committed to the success of every agent, fostering a culture that values true team-players who are highly driven and unwavering in their commitment to serving clients with excellence. This role is pivotal in addressing the surging demand for comprehensive financial services, especially for our aging population, and offers a unique opportunity to make a profound, positive impact on people’s lives while achieving a strong work-life balance.

The TL;DR
• Role: Full Time
• Type: Full-time, Part-time
• Location: Remote
• Team: Operates within a family-run agency culture that supports individual agent success and leadership development, mentoring newer agents.
• Mission: To identify and serve clients’ evolving financial and insurance needs with excellence and integrity.

What You’ll Actually Do
• Client Service: Engage with clients to identify and serve their evolving financial and insurance needs, upholding the highest standards of excellence and integrity.
• Business Development: Define clear sales and growth goals, meticulously developing and executing strategic plans to achieve ambitious targets.
• Team Building & Leadership: Build and manage effective sales teams, providing support and empowerment as a servant leader, and mentoring newer agents within the industry.
• Communication & Presentation: Articulate complex financial information clearly, persuasively, and professionally in virtual meetings to facilitate client engagement and collaboration.
• Professional & Personal Growth: Actively participate in comprehensive training systems to “earn while you learn,” commit to continuous personal development, and leverage leadership development programs to advance.
• Schedule Management: Set and manage your own work schedule, utilizing advanced remote systems to conduct virtual client meetings and achieve work-life balance.

The Must-Haves
• Background: Possess the intrinsic ability to set clear goals, embody servant leadership, demonstrate an unwavering strong work ethic, and consistently uphold high integrity in all interactions and responsibilities.
• Experience: A proven history of successfully building and managing teams within a business development context, showing an ability to guide others to success.
• Skills: Excellent communication and presentation skills, the capacity to articulate complex information clearly and persuasively, and a genuine ambition to take initiative and achieve outstanding results.
• Bonus: Possession of a Life and Health Insurance License, or a strong willingness to obtain this crucial credential.