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    Entry Level Life Insurance Broker - Fredericksburg, United States - PR Financial

    PR Financial
    PR Financial Fredericksburg, United States

    3 days ago

    Default job background
    Description

    P. R. Financial is an independent marketing organization (IMO) in the financial services industry; specifically in the insurance marketplace. We serve clients by acting as their independent advisor and broker for products in life insurance, health insurance, retirement, annuities, Medicare, senior benefits, and more. P. R. Financial is remaking the industry for agents by agents. Each agent owns their book of business. We would love for you to join us

    Our approach is simple. We believe in our people, we provide them a platform, we train them how to be amazing, mentor them into maturity, and cheer them on the way to becoming our partners. We want partners, not employees. Apply today

    Job Responsibilities:


    • Evaluate new customers' insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectations.


    • Provide warm and professional customer service while onboarding new clients and maintain existing clients, including booking appointments, inquiry response, insurance eligibility, claim submissions, questions concerning billing, and insurance policies.


    • Ensure all paperwork is up to date while maintaining records and bookkeeping.

    Job Qualifications:


    • Great interpersonal, communication, leadership, and management skills


    • Must be 18 years or older


    • Active driver's license


    • Must be coachable, detail-oriented, and a team player.


    • Possesses outstanding interpersonal and communication skills.


    • An active Life Health insurance license is a strong bonus but not required.


    • Previous customer service preferred

    Job Type: Full-time

    Pay: $71, $155,108.00 per year

    Benefits:


    • Flexible schedule


    • Work from home

    Schedule:


    • Monday to Friday


    • Weekends as needed

    Supplemental pay types:


    • Bonus opportunities


    • Commission pay

    Experience:


    • Sales: 2 years (Required)

    Language:


    • English (Required)


    • Spanish (Preferred)

    License/Certification:


    • Life Insurance License (Required)

    Work Location: In person

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