Insurance Agent

Job Description

Insurance Agent | LongView Wealth Group

The Tone:
This is a flexible role, offering both full-time and part-time opportunities, at LongView Wealth Group, located remotely. LongView Wealth Group is a family-run independent insurance agency dedicated to the success of its agents and committed to serving clients effectively. This role is vital for addressing the growing demand for financial services, especially from an aging population, by connecting qualified professionals with clients. Agents in this position will make a significant impact on people’s lives by providing essential financial services and upholding high standards of professionalism.

The TL;DR
• Role: Flexible (Full-time or Part-time)
• Type: Sales
• Location: Remote

• Team: Collaborative team supporting new entrants in a family-run agency.
• Mission: Effectively serve a diverse client base by providing financial services amidst growing market demand.

What You’ll Actually Do
• Client Service: Serve a diverse client base by providing essential financial services through virtual meetings.
• Strategic Planning: Clearly define personal and professional goals, then develop strategic plans for their successful execution.
• Team Leadership: Build and manage teams, especially within a business development context, while fostering a supportive environment.
• Mentorship: Participate in a leadership development program to mentor and guide new entrants to the insurance industry.
• Professional Growth: Engage in continuous personal development, learn from experienced colleagues, and acquire new skills and knowledge.

The Must-Haves
• Background: Individuals with a strong commitment to serving clients and a desire to make a significant impact in the financial services sector.
• Experience: A demonstrated background in building and managing teams, particularly within a business development context.
• Skills:
• Excellent communication and presentation skills.
• Ability to define and execute strategic goals effectively.
• Strong work ethic and unwavering commitment to high integrity.
• A clear desire to lead and achieve success in a sales environment.
• Openness to continuous learning and professional coaching.
• Bonus: Life and Health Insurance License