Financial Professional – Life Insurance

Job Description

Entry Level Sales, Work From Home | The Jedlicka Agency

The Tone:
This is an Entry Level Sales role at The Jedlicka Agency, located remotely across the United States. The Jedlicka Agency is dedicated to helping families secure their financial future and fostering the development of strong, purpose-driven professionals within a culture of mentorship and personal growth. This role is essential for expanding the agency’s reach, building lasting relationships with families, and making a meaningful impact in communities through financial guidance. It offers a structured environment for individuals to grow professionally while contributing to a vital mission.

The TL;DR
• Role: Early Career
• Location: Remote, United States
• Team: Part of a growing team of coachable, growth-minded individuals who appreciate mentorship and collaboration.
• Mission: To help families secure their financial future while developing strong, purpose-driven professionals.

What You’ll Actually Do
• Secure: Research and understand the financial needs of families to provide appropriate solutions for their financial future.
• Build: Establish and nurture long-term relationships with families, acting as a trusted advisor to support their ongoing financial security.
• Drive: Independently manage and drive progress toward personal sales goals, leveraging provided systems and tools.
• Collaborate: Actively participate in a collaborative team environment, embracing structured training, mentorship, and contributing to the collective growth and success of the agency.
• Obtain: Commit to acquiring the Health & Life Insurance License, dedicating time to professional development and learning programs.

The Must-Haves
• Background: Entry-Level career experience, demonstrating a clear willingness and commitment to obtain the necessary Health & Life Insurance License to operate in the financial services domain.
• Experience: Proven ability to operate independently, taking full ownership of tasks and objectives without constant supervision, while also seamlessly integrating into and contributing positively to a team-oriented culture.
• Skills: Strong verbal and written communication skills for interacting effectively with families and team members; excellent organizational skills to manage priorities and client information efficiently; a high degree of personal integrity and accountability for actions and results; a genuine desire for personal growth and ongoing learning; and a service-oriented approach to building and fostering long-term, trusting relationships.