Our company believes in taking on an educational approach to finances and to deliver our expertise to people from all backgrounds. Partnering with some of the top 100, fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help.
Licensed Insurance Agent
Location
United States
Posted
56 days ago
Salary
0
Seniority
Mid Level
No structured requirement data.
Job Description
Licensed Insurance Agent
Davis Family Financial LLC
Role Description Davis Family Financial is growing and currently hiring licensed insurance agents to support our expanding client base. This position focuses on helping individuals and families better understand their financial options through guided conversations and structured support. This role is ideal for individuals who enjoy working with people, want to develop professional skills, and are looking for a long-term career path in financial services. - Meet with clients virtually to understand their financial goals - Walk clients through basic financial concepts and available solutions - Assist in implementing appropriate financial strategies based on client needs - Maintain ongoing client communication and follow-ups - Participate in training and skill development sessions - Work alongside experienced team members to build client relationships Qualifications - Must be at least 18 years of age - Must be authorized to work in the United States and currently reside within the U.S. - Strong communication and people skills - Self-motivated and dependable - Comfortable working in a remote environment - Ability to pass a background check (required for licensing) - Willingness to complete licensing within a reasonable timeframe Requirements - No prior experience is required, insurance experience preferred. - Structured training designed to help you develop confidence working with clients and understanding financial services. - Ongoing mentorship and support are provided as you progress. - A state financial services license is required for this role. The company provides guidance and support throughout the licensing process. Compensation This is a performance-based role, with income tied to client activity and production. Schedule This position is structured as a full-time role. Scheduling flexibility may be available as you progress in training and licensing.
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Insurance Agent
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