Life and Health/Financial Advisor

  • Griffin Owens Insurance Group
  • Herndon, VA, United States
  • Sep 15, 2017
Contractor Insurance

Job Description

Primary Responsibilities:

  1. Write new accounts in keeping with agency and individual goals. 
  2. Provide client service in support of sales duties.

Major Accountabilities:

  1. Develop relationships with new and existing clients. Currently insuring 14000+ households.
  2. Develop prospects through solicitation programs, client referrals, marketing leads, community affairs, Centers of Influence and other contacts.
  3. Obtain and follow up on information concerning underwriting.
  4. Maintain a concern for timeliness and completeness when interacting with customers, agency employees and company personnel to minimize potential for errors and omissions claims.
  5. Participate in classes and seminars for skill and knowledge development.

Qualifications:

  1. Self starter with ability to educate and advise clients.
  2. Effective verbal and written communication skills.
  3. College degree or equivalent work experience.
  4. L&H insurance licenses required.
  5. Series 6, 63, 65 or 7 and 66 preferred.
  6. Previous experience working in a retirement planning capacity with seniors is a plus. 

Benefits:

  1. Generous commission schedule.
  2. Operating expenses paid in full.
  3. Ability to work from home and set own schedule.