Independent Insurance Agent

Job Description

Independent Insurance Agent | LongView Wealth Group

The Tone:
This is a full-time or part-time role at LongView Wealth Group, located remotely. LongView Wealth Group is a family-run independent insurance agency providing comprehensive financial services. This role is crucial for serving clients effectively, particularly with the rising demand for financial services from a rapidly aging population, while also offering a flexible and rewarding career path with significant growth opportunities.

The TL;DR
• Role: Full Time
• Type: Full-time, Part-time
• Location: Remote
• Team: Family-run agency with a leadership development program for mentoring and guiding new agents.
• Mission: To help effectively serve clients by providing comprehensive financial guidance amidst surging demand.

What You’ll Actually Do
• Client Service: Effectively serve clients by providing comprehensive financial guidance.
• Goal Execution: Define clear professional goals and develop meticulous plans for their successful execution.
• Ethical Conduct: Uphold the highest standards of professionalism and ethical conduct in all dealings.
• Team Development: Mentor and guide new agents, transitioning into leadership roles (for seasoned individuals).
• Continuous Growth: Prioritize consistent personal development to achieve professional aspirations.

The Must-Haves
• Background: A profound commitment to serving clients, a strong work ethic, and high integrity in all professional dealings.
• Experience: A demonstrated background in building and managing teams, particularly in business development or sales leadership capacity.
• Skills: Excellent communication and presentation skills, capable of clearly conveying complex information; a genuine desire to lead, succeed, and make a significant impact; coachable and eager to learn.
• Bonus: Current Life and Health Insurance License (or a strong willingness to obtain it promptly).