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Form of workJob Description
About PRT Financial:
PlanRight 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. PlanRight 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 great, mentor them into maturity, and cheer them on the way to becoming our partners. We want partners, not employees.
About the Insurance Broker position
We are looking for a skilled Insurance Broker to join our team and help us with managing our business development activities. Your duties will include finding new clients as well as promoting and selling company's insurance plans. We expect you to efficiently build and maintain long-term relationships to ensure the stability of company's revenues and growth.
Insurance Broker responsibilities are:
Consult clients about befitting risk management strategies
Develop effective marketing strategies to sell insurance plans to current or new clients
Explore the needs of business or individual customers and propose them plans or other services
Find opportunities and build relationship with potential customers Using networking, cold calling and other methods
Review insurance claims to ensure fair dealing and satisfaction
Prepare regular reviews of progress and present them to interested parties
Organize bookkeeping systems, database and records
Meet your goals in finding new clients and selling insurance products and services
Stay informed about market trends and updates in the field of insurance products and services
Follow company's policies and ensure the compliance with applicable legal requirements
Insurance Broker requirements are:
3+ years' experience of working on an Insurance Broker position
Good experience in providing client-focused solutions and building customer relationships
Experience of working with major kinds of insurance plans including automobile, fire, life, property, medical and so on
Good knowledge of computers and statistics methods
Strong communication, presentation and sales skills
Results-driven and able to work without supervision
High school or BSc degree; professional certification will be a bonus
Job description
Our organization is growing and expanding so fast into new territories we're looking for Life Insurance Agents and Remote Sales Representatives we can build around.
No Sales or Industry Experience Required - we will teach, coach, and train you 100%
Average first-year income for our new Life Insurance Agents is 75-95k; however, there is no cap. Some Sales Representatives make well over 100k their first year.
Benefits & Rewards for Sales Representatives
No Cost trips for Qualified Life Insurance Agents
Real opportunity for advancement
No Cap Income
Legitimate brokerage with access to both products and experts to train you
Hands-ON, real time training with real people- not just internet modules with limited interaction
Requirements for Sales Representative
Be willing to be trained in our proven platform of success.
Preferred: A track record with a good work ethic list of responsibility
Responsibilities for Sales Representative
Obtain a state license- we will help you with how
Once licensed: Be on a 30 minute conference call five days a week
remote position with frequent client visits
Average first year income for our new Life Insurance Agents is 75-95k; however, there is no cap and some make well over 100k their first year.
Job Type: Full-time
Pay: $75,000.00 - $135,000.00 per year
