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    Life Insurance Specialist/Producer - Tampa, Florida, United States - Kestra Financial Independent Advisor

    Kestra Financial Independent Advisor
    Kestra Financial Independent Advisor Tampa, Florida, United States

    3 weeks ago

    Default job background
    Permanent Insurance
    Description

    Adcock Financial Group of Tampa, FL, a past winner of Small Business of the Year, is seeking a licensed individual to join our Estate Planning and life insurance team.

    Our ideal candidate will have an understanding of the life insurance, executive benefits and estate planning industry and hold the proper insurance licenses.

    This is your chance to join a financial services firm that is focused on forming great relationships with clients, providing great service and offering professional solutions.

    Adcock Financial Group is a family owned financial services firm that is rapidly expanding and requires this position to help service our current and new clients coming onboard.

    We are looking for a highly professional, energetic, and organized individual with excellent interpersonal communication skills. The candidate must have the ability to multi-task and prioritize in a fast-paced environment. This position will service an existing book of business and will be charged with developing new business.

    Cultivate new relationships and a pipeline of prospective clients through networking, prospecting events, referrals, etc.

    Responsible for conducting insurance reviews for existing relationships on a mature book of over 1K policies.

    Develop campaigns that result in new insurance contracts (life, DI, LTC, executive benefits, etc.)

    Evaluate business or individual customers' needs and financial status and propose protection plans that meet their criteria

    Work with clients to deliver risk management strategies that fit their risk profiles

    Answer client calls and service requests in a timely manner

    Complete, submit and follow up on client applications

    Identify cross-selling opportunities to other lines of business within the company

    Report the progress of monthly/quarterly initiatives to stakeholders

    Maintain CRM database with clients and prospect

    Create and track personal commission (Excel)

    Keep up with continuing education and ever changing industry standards

    Qualifications

    2+ years of relevant industry experience

    Current Florida 2-14/15 Life and Variable annuity license

    Estate planning and case design experienced preferred

    Knowledge of Microsoft Office applications

    Bachelor's degree in related field preferred

    Excellent communication and organizational skills

    The Skills we are hiring for:
    Strong customer service skills on the phone and face-to-face

    Passion for people, developing relationships and building your network

    Goal-oriented with a focus on achieving sales success

    Excellent time management and organizational skills

    Benefits

    Competitive compensation based on experience and ability to contribute to the firm

    Salary + Commission structure

    401(k) match with Safe Harbor

    Profit Sharing Plan

    Paid Time Off

    All major holidays off

    Employer paid Health, Dental and AD&D Insurance

    Group voluntary Vision, Life and Disability Insurance
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