financial professional

ABOUT ENGAGE:

Engage Insurance Group was founded with the principle of helping individuals and businesses thrive. Our success extends to the driven individuals that strive to provide excellence through their work and we have empowered our team with a robust platform that provides the tools, range and flexibility that brings clients the best value. Together, we continue to bring products and services that continue to give our team a competitive edge.

ABOUT THE FINANCIAL PROFESSIONAL TEAM:

The Financial Professional is a licensed Life Insurance and Annuities expert dedicated to helping older and younger families and business owners meet their financial goals. Based on a financial needs analysis, the Financial Professional develops comprehensive insurance and investment strategies that will create more wealth, reduce cost or eliminate debts, which will help improve the financial status of clients.

We offer the opportunity to be completely independent, grow and have book ownership along with having access to an unlimited amount of companies that offer a range of products from life insurance, fixed/index annuities, long term care and other retirement vehicles. You will have the resources necessary to help your clients.

DAY TO DAY:

  • Build relationships with your clients to understand their needs

  • Present financial strategies to individuals, businesses, and/or families that will help them meet their needs

  • Continuously seeks out opportunities with new clients and current clients.

  • Advise clients on how to minimize risk and how to save for the future

  • Maintain strong working knowledge of carrier policy types, underwriting requirements and

    application processes.

  • Process new applications and requests for changes to existing policies.

  • Maintain regular and ongoing contact with clients.

  • Conduct yearly reviews with clients

KEY DUTIES AND RESPONSIBILITIES:

  • Provide excellent customer service that will meet or exceed expectations

  • Field underwrite potential clients over the phone and in person

  • Assist customers with completion and processing of applications

  • Follow-up sales activity

  • Have the ability to pass a criminal background check.

  • Have the ability to pass pre-employment drug screening.

ABOUT YOU:

  • Bachelor’s degree for equivalent experience, preferably in finance

  • Proficient in Microsoft Word and Excel

  • Attention to detail

  • Must be driven and self-motivated

  • Ability to multi-task, be detail-oriented and organized

  • Ability to develop clearly defined

  • Strong written and oral communication

  • High -achiever attitude – no fear mentality