About Safeguard Legacy Group
Safeguard Legacy - part of ASB - a premier leader in the insurance industry, specializing in providing clients with tailor-made retirement solutions. We are a subsidiary of Integrity Marketing Group, a powerhouse in the industry that serves over 12 million clients and supports over 500,000 agents and brokers nationwide.
At ASB, we pride ourselves on delivering unparalleled service, and our team members are central to that commitment. If you have a passion for helping individuals navigate the intricacies of retirement planning and wish to be a part of an esteemed organization, we want to hear from you.
Responsibilities
Client Consultation: Connect with clients to understand their retirement goals, needs, and concerns, ensuring a clear understanding of their financial situation.
Medicare Planning: Assist clients in understanding Medicare options and benefits. Compare Medicare drug plans annually, utilizing professional software to ensure optimal plan selection for each client.
Insurance Assessment: Evaluate client needs against available insurance products (excluding specific financial products) to determine the best fit. This includes but is not limited to life, health, and long-term care insurance.
Scope of Appointment Compliance: Ensure all necessary paperwork, including the Scope of Appointment form, is completed 48 hours prior to Medicare appointments, adhering to Medicare's rules and regulations.
Application Process: Handle all aspects of the insurance application process, from initial completion to final submission.
Continuous Learning: Stay updated with the latest industry regulations, product offerings, and best practices to provide the most accurate and up-to-date advice to clients.
Record Keeping: Maintain meticulous records of client interactions, recommendations, and implemented strategies.
Client Relationship Management: Foster and maintain strong relationships with clients, ensuring they feel valued and understood, and address any concerns or questions promptly.
Team Collaboration: Work closely with the internal team, and National support teams.
Qualifications
Requirements:
- Proven experience in retirement planning or a related field.
- Good knowledge of Medicare and the products related to it.
- Exceptional interpersonal and communication skills.
- Can analyze data effectively and turn it into practical strategies.
- Comfortable using software to compare Medicare plans.
- Dedicated to ethical practices and following industry regulations.
- Can work well both independently and as part of a team.
#CB
Compensation USD $60,000.00 - USD $100,000.00 /Yr.
$60k-100k yearly Auto-Apply 60d+ ago
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OH-Columbus Insurance Sales
American Senior Benefits 4.3
American Senior Benefits job in Columbus, OH
American Senior Benefits is backed by the Integrity Marketing Group the largest insurance marketing organization in the country. That gives us a unique opportunity to position you to positively impact the lives of your community every day. You will have the opportunity to leverage our four-pronged value proposition and truly build something that you will own. We are looking for professionals who want to help families. Helping seniors in your community by providing them “Peace of Mind,” as you help them navigate the challenges that retirement brings is for the professionals with the highest integrity. Are you ready to grow personally and professionally? Some of the best leaders in the industry are ready to speak with you.
💎We offer a compensation structure that allows you to continue to grow your business and your income.
💎We have access to over 200 top rated carriers, so we are always giving our clients the very best solution.
💎We have an unparalleled lead system that makes sure you're using your time building relationships.
💎We have tremendous back-office support that will guide you through industry changes and sales training.
💎We give our field partners an opportunity to own their business.
Responsibilities
Regularly communicate with your clients following up on their questions and concerns.
Conduct initial interviews and fill out a needs assessment to determine your client's unique situation.
Evaluate all available products and offer your client's choice and option.
Remain educated with the support of our back office on all industry updates and changes.
Communicate with team members leveraging relationships to Support your community.
Become a subject matter expert to support your clients.
Qualifications
Qualified candidates will possess the following:
A valid drivers license.
Superior communication skills both verbal and written.
Good computer and software skills
A teachable spirit
If you are ready to build something you own to benefit your family while protecting the assets of your community, find out more about this career today join us
Compensation USD $69,900.00 - USD $99,000.00 /Yr.
$69.9k-99k yearly Auto-Apply 60d+ ago
Remote Territory Sales Executive
Asurea Insurance Services 4.6
Remote or Columbus, OH job
Remote
Territory
Sales
Executive
Organization
Description
The
Gilbert
Agency
is
a
premier
Marketing
Organization
serving
clients
and
businesses
in
the
financial
services
market
Designed
from
the
ground
up
by
industry
veterans
The
Gilbert
Agency
provides
a
proven
client
integration
system
digital
application processes and innovative technology to become a leader in the segment With the driving force of progressive and proprietary technology a competitive portfolio of services and state of the art training The Gilbert Agency has created a company that has become recognized as the innovative leader and preferred provider for its clients and field force Job Details Were looking for a highly motivated self starter to fill this open position The ideal candidate will have a strong customer service background and a passion for helping people with innovative solutions A successful candidate is able to communicate effectively and build rapport easily with customers and will utilize their experience with customer service and sales with us here For those who have proven leadership experience we may find mutual benefit to discuss elevated leadership promotions Responsibilities Acting as a point of contact between clients and the company Negotiating terms of sales and agreements and closing sales with customers Gathering market and customer information to figure out the client needs Responding to client inquiries and resolving their objections to get them to make a purchase Advising product development on improvements and discussing special promotions Creating proposal documents as part of the sale Providing clients with detailed and accurate quotations and cost calculations Preferred Skills and Qualifications Excellent verbal and communications kills Good listening skills and attention to details High level of resilience and the ability to handle objections Excellent interpersonal skills and the ability to flourish in a competitive industryA great sense of self motivation ambition and determination Ability to achieve desired results both individually and as part of a team Preferred previous sales andor customer service experience Good self management skills and ability to prioritize tasks effectively The Gilbert Agency Remote Territory Sales Executive No agents success earnings or production results should be viewed as typical average or expected Not all agents achieve the same or similar results and no particular results are guaranteed Your level of success will be determined by several factors including the amount of work you put in your ability to successfully follow and implement our training and sales system and engage with our lead system and the insurance needs of the customers in the geographic areas in which you choose to work
$114k-160k yearly est. 60d+ ago
Remote Life Insurance Sales Position- Training Provided
Asurea Insurance Services 4.6
Remote or Columbus, OH job
Ready
to
have
that
worklife
balance
Be
your
own
BOSS
We
are
looking
for
a
team
player
self
starter
coachable
motivated
individual
with
a
desire
to
succeed
by
helping
others
protect
their
families
and
themselves
Description
1099
Commission
ONLY
Bonuses
and
incentive
Trips
Scheduling
your
own
appointments
from clients who mailed in a request Design your own schedule have full control of your Income Following a sales system designed to make closing simple We specialize in Mortgage Protection Final Expense Retirement Planning and MORE This is a position that you can start part time if needed and build your income until it matches what you are currently making full timethen make the transition Also if you are just looking for an extra couple of thousand each month this is an ideal position for you Great training upfront with no Micro managing We train our agents on a proven system step by step from beginning to end that is closing our agents sales an average of 50 on their submitted business Top compensation in the industry with promotions based on performance Daily and weekly support that consist of conference calls webinars conferences daily trainings We market out to clients who respond back interested in our product Responsibilities Generate quotes for new customers and go over coverage options with them We will be contracting you with A rated companies so you can provide your costumers with the policy that best suits their needs Provide excellent customer service Use electronic applications to submit business to insurance companies and follow up on requirements English speaking or Bi Lingual Requirements Life License If you are not currently licensed we can help point you in the right direction to obtain your license before you are officially hired Accident and Health License is recommendedE&O coverage Must be a US citizen18 of age If you have a great work ethic ready to go to work right away can work remotely follow simple instructions on how our agents are making sales every day and have the basic resources to do so then we are interested in speaking with you The success and earnings results of other insurance agents referenced or described herein or even similar results are not guaranteed and not all new agents will achieve the same or similar results Your level of success and your corresponding earning potential will be determined by a number of factors including but not limited to the amount of work you put in by your ability to follow our training and sales system and by the insurance needs of the customers in the geographic areas in which you choose to work You will be expected to schedule a phone interview as soon as you apply and be on time for that appointment Once you apply you will receive an email and a text with instructions as to what we want you to do before you click on the link to schedule your phone interview We want you to listen to a three minute audio message and watch three two minute videos A total of nine minutes then schedule your appointment Schedule your interview Non licensed and new agents httpscalendlycomasureasd cristinaasurea first interview Seasoned agents httpscalendlycommoebiltagiinteview Cristina Quimby Staffing Program Coordinator Biltagi Agency Schedule Your Interview Time calendlycomasureasd cristinaasurea first interview P ************
Provide guidance, support and education to folks facing retirement. You will be trained to use proprietary systems to guide clients in safeguarding their future. Backed by American Senior Benefits and The Integrity Marketing Group, you will receive training and support as you build a career and use holistic planning and solutions for life, health and wealth.
Responsibilities
Meet with clients to determine their concerns and plans.
Explain to potential clients the types of benefits, coverage, and investments available to them.
Educate clients and answer questions about solutions, options and potential risks.
Recommend solutions from a portfolio of over 200 options organized in propriatary software.
Maintain client relationships and determine if changes are needed to improve any coverages and accommodate life changes.
Work well with a team of back office support.
Maintain detailed records for client safety in our software.
Qualifications
A teachable spirit, and thirst to learn.
The ability to quickly establish rapport and build connections.
Strong empathy and listening skills.
Above average communication skills.
Maintain client relationships and determine if changes are needed to improve any coverages and accommodate life changes.
Minimum education is a High School Diploma or GED
Our compensation plans are highly customizable and may be discussed directly with the agency owner.
Compensation USD $40,000.00 - USD $100,000.00 /Yr.
$40k-100k yearly Auto-Apply 60d+ ago
Remote Sales Part time Full time
Asurea Insurance Services 4.6
Remote or Cleveland, OH job
Sales
Representative
Full
time
Part
time
Remote
Organization
Description
At
The
Edson
Agency
our
Sales
Representatives
can
take
advantage
of
our
industry
leading
bonus
opportunities
including
the
potential
to
earn
up
to
an
ADDITIONAL
10000
in
bonus
income
PER
MONTH
during
your
first
90
days
with
us Come find out why Our company has been awarded Best Company Culture for three straight years by Entrepreneur Magazine & has been listed on the INC 5000s Fastest Growing Companies list 7 years in a row 2016 2022 In addition we have been named by Experiencecom as a Top 10 Place to work and have received an average rating of 43 stars on Glassdoor Full and Part Time positions available immediately Job Details Our Sales Representatives work in a fully remote capacity We are looking for licensed life insurance agents not licensed yet no problem its a quick and easy process we will help to work for one of the USs fastest growing companies We offer the industries leading training and mentoring program as well as Real Time Exclusive Digital hot Life Leads We protect families with life whole life mortgage protection annuities index universal life etc Our first time agents have the ability to make up to 75 150K per year even with no sales experience There is no cold calling our leads system provides you with plenty of leads If you arent licensed our fast track licensing program will get you licensed and help you earn money quickly This is a 100 Commission Only Position with hands on training and zero cold calls in the Life and Health Insurance Field Responsibilities What We Offer Full Training Mentoring and Support PROVEN Duplicatable Sales System Uncapped Earning Potential Daily training and mentoring calls No Cold Calling We have access to the best REAL time leads Leads are exclusive to our agents Our leads average a 70 conversion ratio Superior training utilizing a selling system that has been validated over and over Daily and weekly support consist of conference calls webinars conferences and local training Our business model and support system allow you to achieve the financial success and job satisfaction that you deserve Whether youre looking to earn a six figure income as a career agent or choose to develop an agency of your own where the sky truly is the limit its up to you and well help you every step of the way Requirements START HERE TO SEE IF YOURE A FIT Characteristics we ARE looking for Individuals coming from positions as Licensed Insurance Agent Real Estate Agent Mortgage Loan Officer Car Sales Solar Sales Representatives Inside Sales Outside Sales Direct Sales B2B B2C Insurance Adjuster Customer Service Currently have a license to sell insurance or are willing to obtain one quickly Self Motivated and Goal Oriented Disciplined and Driven to Improve Believe in and Align themselves with our Core Values High level of Consistency and Coachability Humble and willing to Learn Who we are NOT looking for Individuals who want a salary or looking to trade their TIME for MONEY Employee minded people Someone who needs a boss to micro manage them Those unwilling to personally grow and change Benjamin Edson Regional Sales Manager No agents success earnings or production results should be viewed as typical average or expected Not all agents achieve the same or similar results and no particular results are guaranteed Your level of success will be determined by several factors including the amount of work you put in your ability to successfully follow and implement our training and sales system and engage with our lead system and the insurance needs of the customers in the geographic areas in which you choose to work
$49k-63k yearly est. 60d+ ago
OH-Milford Sales Management Trainee (HEAR FROM OUR AGENTS!)
American Senior Benefits 4.3
American Senior Benefits job in Milford, OH
At Freedom Insurance Group with American Senior Benefits we are dedicated to serving those in need of insurance, especially seniors. We are proudly independent, answering only to our clients. The choices they make are key life decisions and we work every day to help them find the right solutions at affordable prices. What we do is important, personal, and precise. Every time we help a customer decide what's right for them, it makes them - and our organization - stronger.
Offering a hybrid business model - because a custom solution fits better, a vast product portfolio from best-in-class carriers and enjoying rapid growth and success in 175 nationwide locations we are ready to help America's seniors.
Responsibilities
Conduct an initial interview to determine the needs of the client. Introduce and clearly explain all available insurance policy options to the clients.
Conduct field underwriting with utmost integrity.
Ensure that all medical and other necessary forms are filled out and submitted.
Arrange a payment method with the applicant.
Follow up on claims filed by clients.
Process all insurance policy requests.
Follow up with clients on scheduled basis for outstanding support.
Establish and support team members to hit agreed upon KPIS.
Become a subject matter expert in senior insurance solutions.
Follow approved guidelines, training, and support to recruit and train a team of insurance professionals.
Maintain a competitive, fun, inclusive environment.
Hear From The Team
Qualifications
Competitive drive and winning mentality
Unparalleled work-ethic and grit
Strong communication skills
Ability to adapt and learn quickly.
Availability to start within a maximum of 6 weeks.
Previous leadership experience a plus.
*Compensation is highly customizable, and should be discussed directly with the onboarding manager.
Compensation USD $50,000.00 - USD $100,000.00 /Yr.
$50k-100k yearly Auto-Apply 60d+ ago
Remote Territory Sales Executive
Asurea Insurance Services 4.6
Remote or Cincinnati, OH job
Remote
Territory
Sales
Executive
Organization
Description
The
Gilbert
Agency
is
a
premier
Marketing
Organization
serving
clients
and
businesses
in
the
financial
services
market
Designed
from
the
ground
up
by
industry
veterans
The
Gilbert
Agency
provides
a
proven
client
integration
system
digital
application processes and innovative technology to become a leader in the segment With the driving force of progressive and proprietary technology a competitive portfolio of services and state of the art training The Gilbert Agency has created a company that has become recognized as the innovative leader and preferred provider for its clients and field force Job Details Were looking for a highly motivated self starter to fill this open position The ideal candidate will have a strong customer service background and a passion for helping people with innovative solutions A successful candidate is able to communicate effectively and build rapport easily with customers and will utilize their experience with customer service and sales with us here For those who have proven leadership experience we may find mutual benefit to discuss elevated leadership promotions Responsibilities Acting as a point of contact between clients and the company Negotiating terms of sales and agreements and closing sales with customers Gathering market and customer information to figure out the client needs Responding to client inquiries and resolving their objections to get them to make a purchase Advising product development on improvements and discussing special promotions Creating proposal documents as part of the sale Providing clients with detailed and accurate quotations and cost calculations Preferred Skills and Qualifications Excellent verbal and communications kills Good listening skills and attention to details High level of resilience and the ability to handle objections Excellent interpersonal skills and the ability to flourish in a competitive industryA great sense of self motivation ambition and determination Ability to achieve desired results both individually and as part of a team Preferred previous sales andor customer service experience Good self management skills and ability to prioritize tasks effectively The Gilbert Agency Remote Territory Sales Executive No agents success earnings or production results should be viewed as typical average or expected Not all agents achieve the same or similar results and no particular results are guaranteed Your level of success will be determined by several factors including the amount of work you put in your ability to successfully follow and implement our training and sales system and engage with our lead system and the insurance needs of the customers in the geographic areas in which you choose to work
$114k-160k yearly est. 60d+ ago
OH-Columbus Retirement Planner
American Senior Benefits 4.3
American Senior Benefits job in Columbus, OH
About Safeguard Legacy Group
Safeguard Legacy - part of ASB - a premier leader in the insurance industry, specializing in providing clients with tailor-made retirement solutions. We are a subsidiary of Integrity Marketing Group, a powerhouse in the industry that serves over 12 million clients and supports over 500,000 agents and brokers nationwide.
At ASB, we pride ourselves on delivering unparalleled service, and our team members are central to that commitment. If you have a passion for helping individuals navigate the intricacies of retirement planning and wish to be a part of an esteemed organization, we want to hear from you.
Responsibilities
Client Consultation: Connect with clients to understand their retirement goals, needs, and concerns, ensuring a clear understanding of their financial situation.
Medicare Planning: Assist clients in understanding Medicare options and benefits. Compare Medicare drug plans annually, utilizing professional software to ensure optimal plan selection for each client.
Insurance Assessment: Evaluate client needs against available insurance products (excluding specific financial products) to determine the best fit. This includes but is not limited to life, health, and long-term care insurance.
Scope of Appointment Compliance: Ensure all necessary paperwork, including the Scope of Appointment form, is completed 48 hours prior to Medicare appointments, adhering to Medicare's rules and regulations.
Application Process: Handle all aspects of the insurance application process, from initial completion to final submission.
Continuous Learning: Stay updated with the latest industry regulations, product offerings, and best practices to provide the most accurate and up-to-date advice to clients.
Record Keeping: Maintain meticulous records of client interactions, recommendations, and implemented strategies.
Client Relationship Management: Foster and maintain strong relationships with clients, ensuring they feel valued and understood, and address any concerns or questions promptly.
Team Collaboration: Work closely with the internal team, and National support teams.
Qualifications
Requirements:
- Proven experience in retirement planning or a related field.
- Good knowledge of Medicare and the products related to it.
- Exceptional interpersonal and communication skills.
- Can analyze data effectively and turn it into practical strategies.
- Comfortable using software to compare Medicare plans.
- Dedicated to ethical practices and following industry regulations.
- Can work well both independently and as part of a team.
#CB
Compensation USD $60,000.00 - USD $100,000.00 /Yr. Not ready to apply? Connect with us for general consideration.
$60k-100k yearly Auto-Apply 60d+ ago
OH-Cincinnati Life Insurance - Final Expense Producer
American Senior Benefits 4.3
American Senior Benefits job in Cincinnati, OH
Who we are:
Freedom Insurance Group backed by American Senior Benefits offers the best opportunity in the insurance space, in the country. We are also supported by the Integrity organization, the largest Insurance Marketing Organization in America. We have access to over 220 A rated carriers, so you can do the best for your clients, every time. Get more referrals, keep your business in place, and forget charge backs. Do you want to do the best for your clients every day? Join Us.
Some of our partners:
Gerber
Mutual of Omaha
Allianz
John Hancock
Transamerica
North American Life
Responsibilities
We are seeking dedicated professionals committed to ethical practices and community service.
Responsibilities and Duties:
Educate your community on products and solutions from the best carriers.
Work with our back office on delivering illustrations.
Assist with applications, enrollments and benefits delivery.
Generate new business from company provided marketing.
Retain and grow client base through exceptional customer service.
Qualifications
Requirements:
Possession of a life insurance license or willingness to acquire one
Capable of clearing a criminal background check
Excellent phone and communication skills
Computer literacy
Strong organizational and multitasking abilities
Ability to work in office a few days a week and ability to build a schedule around your clients.
Hear From Our Agents
Compensation USD $49,900.00 - USD $151,333.00 /Yr.
$49.9k-151.3k yearly Auto-Apply 60d+ ago
OH-Cincinatti Insurance Retirement Specialist
American Senior Benefits 4.3
American Senior Benefits job in Cincinnati, OH
Company Overview: Join our dynamic team at Freedom Insurance Group, a leader in the insurance industry committed to helping clients achieve their retirement goals with tailored financial solutions. We pride ourselves on our client-centric approach, industry expertise, and supportive team environment.
Responsibilities
A Day In the Life: As an Insurance Retirement Specialist at Freedom Insurance Group, you will play a pivotal role in guiding clients through their retirement planning journey. Your responsibilities will include:
Meeting with Clients: Conducting comprehensive meetings with clients to understand their financial goals and retirement aspirations.
Needs Analysis: Performing thorough needs analyses to assess clients' current financial situations and future retirement needs.
Providing and Explaining Solutions: Recommending appropriate insurance and retirement products tailored to clients' individual circumstances using our automated systems and back office support.
Rigorous Follow-Up: Ensuring seamless implementation of recommended solutions and providing ongoing support and service to clients.
Industry Awareness: Staying updated on industry trends, regulations, and best practices to provide informed advice to clients.
Following a Proven Playbook: Adhering to a structured approach and utilizing a proven playbook to deliver consistent and effective client outcomes.
Hear From Our Agent Scott Parks
Qualifications
What you bring:
Proven experience in financial services, particularly in retirement planning or insurance sales.
Strong interpersonal skills with the ability to build rapport and trust with clients.
Excellent communication and presentation skills.
Detail-oriented with a focus on delivering exceptional client service.
Relevant certifications (e.g., CFP, RICP) are preferred but not required.
What we offer:
Unlimited Comp structure with reviews as frequently as twice a year.
Generous commission structure based on performance and sales achievements.
Access to over 220 top-rated carriers to retain and grow your business.
Product training and materials directly from the carriers, in addition to the boots-on-the-ground team.
Ownership of your client list overwrites, and downline overwrites.
National endorsement from the American Legion, the Elks, and the AM Vets Association.
Why Join Us: At Freedom Insurance Group, we offer more than a job - we provide a platform for career growth and personal development, a direct path toward owning your career.. You'll have the opportunity to work alongside industry experts, access to cutting-edge resources, and support from a collaborative team dedicated to your success.
Compensation USD $50,999.00 - USD $69,999.00 /Yr.
$51k-70k yearly Auto-Apply 60d+ ago
Remote Work Sales Agent
Asurea Insurance Services 4.6
Remote or Columbus, OH job
Remote
Work
Sales
Agent
Must
be
authorized
to
work
in
the
US
no
work
visas
offered
at
this
time
Organization
Description
At
The
Tchimou
Agency
we
provide
a
range
of
life
insurance
solutions
that
include
mortgage
protection
disability
retirement
protection
term
life
whole
life
and
more
Our
growth
focused
culture allows representatives to truly help clients without high pressure or sales quotas We train agents to become experts in this industry and business owners the ease to build a business with proprietary software Job Details 100 TRAINING PROVIDED No prior sales or insurance experience is necessary We are seeking motivated confident ambitious goal oriented and driven individuals who have a passion for helping families to join our team We are currently looking for representatives ranging from entry level to experienced professionals who are driven yet humble and coachable Our specialization in Mortgage Protection Insurance requires our representatives to meet and serve families that have requested help with mortgage protection or final expense insurance With access to over 20 A and A rated insurance carriers our representatives provide the best and most affordable options and will also have access to final expense Med sups IULs and Annuities products as well As a key member of our organization you will have the opportunity to make a positive impact on families lives while enjoying the flexibility of a 100 commission based role We prioritize work life balance and provide the necessary support and resources for your success Responsibilities This is a lead driven system and our leads are EXCLUSIVE to our agents; therefore NO COLD CALLING REQUIRED Conduct comprehensive needs analysis and present suitable life insurance solutions to clients Build and maintain strong relationships with clients providing exceptional customer service Collaborate with team members to achieve sales targets and contribute to the overall growth of the organization Stay up to date with industry trends and product knowledge to effectively educate clients on available options Maintain accurate records of client interactions and transactions Requirements Excellent communication and interpersonal skills Strong presentation abilities Self motivated with a strong drive to succeed Ability to work independently while also being a team player Tech savvy with proficiency in relevant software and tools Be willing to attend all online training events Active life insurance license or willingness to obtain one in the relevant jurisdiction This is a 1099 sales position The commission is around 500 per application Full timeunderwriters write about 4 10 applications per week Our part time agents who follow our system make approximately 30k 60k in their first year Our full time agents who follow our system make approximately 75k 180k in their first year Qualifying Agents are able to earn a 5 commission increase EVERY 2 MONTHS By applying for this position you agree to receive communication via phone email and text The Tchimou Agency Regional Sales Manager No agents success earnings or production results should be viewed as typical average or expected Not all agents achieve the same or similar results and no particular results are guaranteed Your level of success will be determined by several factors including the amount of work you put in your ability to successfully follow and implement our training and sales system and engage with our lead system and the insurance needs of the customers in the geographic areas in which you choose to work SFG0004057
$60k-71k yearly est. 60d+ ago
Life Insurance Sales-Top of the line Training- Flexible Hours
Asurea Insurance Services 4.6
Cincinnati, OH job
Welcome
to
the
Biltagi
Agency
We
are
currently
looking
for
positive
coachable
motivated
individuals
to
join
our
team
Our
agents
protect
American
families
and
their
assets
by
providing
suitable
insurance
products
Description
1099
COMISSION
BASED
RemoteWork
from
home
Commissions
paid
DAILYWe generate our own LEADSWeekly corporate calls Full control over your scheduled and INCOME Ongoing mentorship training provided Bonuses and incentive trips Our agents call warm leads from families who have requested to be contacted by one of our agents to discuss Mortgage Protection NO COLD CALLING OR DOOR KNOCKING Generate quotes for new customers and go over coverage options with them Follow our proven sales system and get paid for the work and time you invest in your business while giving a piece of mind to the families you protect No previous sales experience is required we will train you This is a position where you can start part time if needed and build your income until it matches what you are currently making full timethen make the transition Our new agents who follow our proven sales strategies and training working part time have earned an extra couple of thousand each month and full time four to eight thousand English speaking or Bi Lingual Requirements Licensed or WILLING to obtain your license We can point you at the right direction Life Licensed is a MUST and Accident and Health License is recommended Phone internet and computer18 of ageE&O InsuranceMust be a US citizen The success and earnings results of other insurance agents referenced or described herein or even similar results are not guaranteed and not all new agents will achieve the same or similar results Your level of success and your corresponding earning potential will be determined by a number of factors including but not limited to the amount of work you put in by your ability to follow our training and sales system and by the insurance needs of the customers in the geographic areas in which you choose to work You will be expected to schedule a phone interview as soon as you apply and be on time for that appointment Once you apply you will receive an email and a text with instructions as to what we want you to do before you click on the link to schedule your phone interview We want you to listen to a three minute audio message and watch three two minute videos A total of nine minutes then schedule your appointment Schedule your interview Non licensed and new agents httpscalendlycomasureasd cristinaasurea first interview Seasoned agents httpscalendlycommoebiltagiinteview Cristina Quimby Staffing Program Coordinator Biltagi Agency Schedule Your Interview Time calendlycomasureasd cristinaasurea first interview P ************
$59k-68k yearly est. 60d+ ago
Remote Territory Sales Executive
Asurea Insurance Services 4.6
Remote or Cleveland, OH job
Remote
Territory
Sales
Executive
Organization
Description
The
Gilbert
Agency
is
a
premier
Marketing
Organization
serving
clients
and
businesses
in
the
financial
services
market
Designed
from
the
ground
up
by
industry
veterans
The
Gilbert
Agency
provides
a
proven
client
integration
system
digital
application processes and innovative technology to become a leader in the segment With the driving force of progressive and proprietary technology a competitive portfolio of services and state of the art training The Gilbert Agency has created a company that has become recognized as the innovative leader and preferred provider for its clients and field force Job Details Were looking for a highly motivated self starter to fill this open position The ideal candidate will have a strong customer service background and a passion for helping people with innovative solutions A successful candidate is able to communicate effectively and build rapport easily with customers and will utilize their experience with customer service and sales with us here For those who have proven leadership experience we may find mutual benefit to discuss elevated leadership promotions Responsibilities Acting as a point of contact between clients and the company Negotiating terms of sales and agreements and closing sales with customers Gathering market and customer information to figure out the client needs Responding to client inquiries and resolving their objections to get them to make a purchase Advising product development on improvements and discussing special promotions Creating proposal documents as part of the sale Providing clients with detailed and accurate quotations and cost calculations Preferred Skills and Qualifications Excellent verbal and communications kills Good listening skills and attention to details High level of resilience and the ability to handle objections Excellent interpersonal skills and the ability to flourish in a competitive industryA great sense of self motivation ambition and determination Ability to achieve desired results both individually and as part of a team Preferred previous sales andor customer service experience Good self management skills and ability to prioritize tasks effectively The Gilbert Agency Remote Territory Sales Executive No agents success earnings or production results should be viewed as typical average or expected Not all agents achieve the same or similar results and no particular results are guaranteed Your level of success will be determined by several factors including the amount of work you put in your ability to successfully follow and implement our training and sales system and engage with our lead system and the insurance needs of the customers in the geographic areas in which you choose to work
Provide guidance, support and education to folks facing retirement. You will be trained to use proprietary systems to guide clients in safeguarding their future. Backed by American Senior Benefits and The Integrity Marketing Group, you will receive training and support as you build a career and use holistic planning and solutions for life, health and wealth.
Responsibilities
Meet with clients to determine their concerns and plans.
Explain to potential clients the types of benefits, coverage, and investments available to them.
Educate clients and answer questions about solutions, options and potential risks.
Recommend solutions from a portfolio of over 200 options organized in propriatary software.
Maintain client relationships and determine if changes are needed to improve any coverages and accommodate life changes.
Work well with a team of back office support.
Maintain detailed records for client safety in our software.
Qualifications
A teachable spirit, and thirst to learn.
The ability to quickly establish rapport and build connections.
Strong empathy and listening skills.
Above average communication skills.
Maintain client relationships and determine if changes are needed to improve any coverages and accommodate life changes.
Minimum education is a High School Diploma or GED
Our compensation plans are highly customizable and may be discussed directly with the agency owner.
Compensation USD $40,000.00 - USD $100,000.00 /Yr. Not ready to apply? Connect with us for general consideration.
$40k-100k yearly Auto-Apply 60d+ ago
Sales Management Trainee
American Senior Benefits 4.3
American Senior Benefits job in Toledo, OH
Job DescriptionAt American Senior Benefits we are dedicated to serving those in need of insurance, especially seniors. We are proudly independent, answering only our customers. The choices our customers make are key life decisions and we work every day to help them find the right solutions at affordable prices. What we do is important, personal, and precise. Every time we help a customer decide what's right for them, it makes them - and our organization - stronger. Offering a hybrid business model dash because a custom solution fits better, a vast product portfolio from best-in-class carriers and enjoying rapid growth and success in 175 nationwide locations we are ready to help America's seniors. Responsibilities
Conduct an initial interview to determine the needs of the client. Introduce and clearly explain all available insurance policy options to the clients.
Conduct field underwriting with utmost integrity.
Ensure that all medical and other necessary forms are filled out and submitted.
Arrange a payment method with the applicant.
Follow up on claims filed by clients.
Process all insurance policy requests.
Follow up with clients on scheduled basis for outstanding support.
Establish and support team members to hit agreed upon KPIS.
Become a subject matter expert in senior insurance solutions.
Follow approved guidelines, training, and support to recruit and train a team of insurance professionals.
Maintain a competitive, fun, inclusive environment.
Hear From Our Agents Qualifications
Competitive drive and winning mentality
Unparalleled work-ethic and grit
Strong communication skills
Ability to adapt and learn quickly.
Availability to start within a maximum of 6 weeks.
Previous leadership experience a plus.
*Compensation is highly customizable, and should be discussed directly with the onboarding manager.
$53k-65k yearly est. 11d ago
OH-Sharonville Insurance Advisor
American Senior Benefits 4.3
American Senior Benefits job in Sharonville, OH
Grit 💥 Drive 💥Empathy 💥Energy 💥- are these your super powers? Because this describes the culture at American Senior benefits.
American Senior Benefits and The Freedom Insurance Group are backed by Integrity, the largest insurance marketing group in the country. We offer our agent partners more support, more and better compensation, more products and solutions for their clients, more training, and more marketing materials. With the philosophy - “putting people back in the people business,” American Senior Benefits knows that our strength is in our relationships. We will always do the right thing.
Join us, and be a force for good in your community.
Responsibilities
➡Implement our tested marketing strategies.
➡ Evaluate current coverage and make reccomendations.
➡ Use our systems to find and place the best solutions for your clients.
➡ Work alongside clients to deliver risk management strategies to help protect their retirement.
➡ Nurture your relationships with existing clients.
➡ Partner with a team to support your community.
➡Maintain all insurance documents and records in compliance with state and federal regulations.
➡Remain up to date on all industry information.
Benefits
#Flexible Schedule #Hands on Training #Career Growth Opportunities #Mon-Fri Schedule # Unlimited Earning Potential
#Uncapped bonuses #Ownership #Build a legacy
Qualifications
Core Competencies:
Customer Service Aptitude
Reliability
Empathy
Critical Thinking
Skills, Knowledge, & Abilities:
Professional customer service aptitude
Basic conflict resolution skills
Effective verbal and written communication
Active listening skills
Demonstrated ability to multitask
Ability to navigate system tools to search for answers & information
Demonstrated ability to utilize computer systems/data systems
Ability to solve complex situations with limited information
Questioning and deductive reasoning skills
Requirements and skills
Experience in sales or customer service is an asset
Ability to analyze financial information and comply with regulations
Proficiency in MS Office and CRM systems
Attention to detail and strong math skills
Strong ethics, with a customer-oriented attitude
Outstanding communication skills, and the ability to foster long-term relationships
Valid professional licensing
Compensation USD $61,000.00 - USD $101,000.00 /Yr.
$61k-101k yearly Auto-Apply 60d+ ago
Remote Territory Sales Executive
Asurea Insurance Services 4.6
Remote or Toledo, OH job
Remote
Territory
Sales
Executive
Organization
Description
The
Gilbert
Agency
is
a
premier
Marketing
Organization
serving
clients
and
businesses
in
the
financial
services
market
Designed
from
the
ground
up
by
industry
veterans
The
Gilbert
Agency
provides
a
proven
client
integration
system
digital
application processes and innovative technology to become a leader in the segment With the driving force of progressive and proprietary technology a competitive portfolio of services and state of the art training The Gilbert Agency has created a company that has become recognized as the innovative leader and preferred provider for its clients and field force Job Details Were looking for a highly motivated self starter to fill this open position The ideal candidate will have a strong customer service background and a passion for helping people with innovative solutions A successful candidate is able to communicate effectively and build rapport easily with customers and will utilize their experience with customer service and sales with us here For those who have proven leadership experience we may find mutual benefit to discuss elevated leadership promotions Responsibilities Acting as a point of contact between clients and the company Negotiating terms of sales and agreements and closing sales with customers Gathering market and customer information to figure out the client needs Responding to client inquiries and resolving their objections to get them to make a purchase Advising product development on improvements and discussing special promotions Creating proposal documents as part of the sale Providing clients with detailed and accurate quotations and cost calculations Preferred Skills and Qualifications Excellent verbal and communications kills Good listening skills and attention to details High level of resilience and the ability to handle objections Excellent interpersonal skills and the ability to flourish in a competitive industryA great sense of self motivation ambition and determination Ability to achieve desired results both individually and as part of a team Preferred previous sales andor customer service experience Good self management skills and ability to prioritize tasks effectively The Gilbert Agency Remote Territory Sales Executive No agents success earnings or production results should be viewed as typical average or expected Not all agents achieve the same or similar results and no particular results are guaranteed Your level of success will be determined by several factors including the amount of work you put in your ability to successfully follow and implement our training and sales system and engage with our lead system and the insurance needs of the customers in the geographic areas in which you choose to work
$113k-159k yearly est. 60d+ ago
OH-Cincinatti Insurance Retirement Specialist
American Senior Benefits 4.3
American Senior Benefits job in Cincinnati, OH
Company Overview: Join our dynamic team at Freedom Insurance Group, a leader in the insurance industry committed to helping clients achieve their retirement goals with tailored financial solutions. We pride ourselves on our client-centric approach, industry expertise, and supportive team environment.
Responsibilities
A Day In the Life: As an Insurance Retirement Specialist at Freedom Insurance Group, you will play a pivotal role in guiding clients through their retirement planning journey. Your responsibilities will include:
Meeting with Clients: Conducting comprehensive meetings with clients to understand their financial goals and retirement aspirations.
Needs Analysis: Performing thorough needs analyses to assess clients' current financial situations and future retirement needs.
Providing and Explaining Solutions: Recommending appropriate insurance and retirement products tailored to clients' individual circumstances using our automated systems and back office support.
Rigorous Follow-Up: Ensuring seamless implementation of recommended solutions and providing ongoing support and service to clients.
Industry Awareness: Staying updated on industry trends, regulations, and best practices to provide informed advice to clients.
Following a Proven Playbook: Adhering to a structured approach and utilizing a proven playbook to deliver consistent and effective client outcomes.
Hear From Our Agent Scott Parks
Qualifications
What you bring:
Proven experience in financial services, particularly in retirement planning or insurance sales.
Strong interpersonal skills with the ability to build rapport and trust with clients.
Excellent communication and presentation skills.
Detail-oriented with a focus on delivering exceptional client service.
Relevant certifications (e.g., CFP, RICP) are preferred but not required.
What we offer:
Unlimited Comp structure with reviews as frequently as twice a year.
Generous commission structure based on performance and sales achievements.
Access to over 220 top-rated carriers to retain and grow your business.
Product training and materials directly from the carriers, in addition to the boots-on-the-ground team.
Ownership of your client list overwrites, and downline overwrites.
National endorsement from the American Legion, the Elks, and the AM Vets Association.
Why Join Us: At Freedom Insurance Group, we offer more than a job - we provide a platform for career growth and personal development, a direct path toward owning your career.. You'll have the opportunity to work alongside industry experts, access to cutting-edge resources, and support from a collaborative team dedicated to your success.
Compensation USD $50,999.00 - USD $69,999.00 /Yr. Not ready to apply? Connect with us for general consideration.
$51k-70k yearly Auto-Apply 60d+ ago
Entry-Level Life Insurance Sales- Training Provided
Asurea Insurance Services 4.6
Cleveland, OH job
Welcome
to
the
Biltagi
Agency
We
are
currently
looking
for
positive
coachable
motivated
individuals
to
join
our
team
Our
agents
protect
American
families
and
their
assets
by
providing
suitable
insurance
products
Description
1099
COMISSION
BASED
RemoteWork
from
home
Commissions
paid
DAILYWe generate our own LEADSWeekly corporate calls Full control over your scheduled and INCOME Ongoing mentorship training provided Bonuses and incentive trips Our agents call warm leads from families who have requested to be contacted by one of our agents to discuss Mortgage Protection NO COLD CALLING OR DOOR KNOCKING Generate quotes for new customers and go over coverage options with them Follow our proven sales system and get paid for the work and time you invest in your business while giving a piece of mind to the families you protect No previous sales experience is required we will train you This is a position where you can start part time if needed and build your income until it matches what you are currently making full timethen make the transition Our new agents who follow our proven sales strategies and training working part time have earned an extra couple of thousand each month and full time four to eight thousand English speaking or Bi Lingual Requirements Licensed or WILLING to obtain your license We can point you at the right direction Life Licensed is a MUST and Accident and Health License is recommended Phone internet and computer18 of ageE&O InsuranceMust be a US citizen The success and earnings results of other insurance agents referenced or described herein or even similar results are not guaranteed and not all new agents will achieve the same or similar results Your level of success and your corresponding earning potential will be determined by a number of factors including but not limited to the amount of work you put in by your ability to follow our training and sales system and by the insurance needs of the customers in the geographic areas in which you choose to work You will be expected to schedule a phone interview as soon as you apply and be on time for that appointment Once you apply you will receive an email and a text with instructions as to what we want you to do before you click on the link to schedule your phone interview We want you to listen to a three minute audio message and watch three two minute videos A total of nine minutes then schedule your appointment Schedule your interview Non licensed and new agents httpscalendlycomasureasd cristinaasurea first interview Seasoned agents httpscalendlycommoebiltagiinteview Cristina Quimby Staffing Program Coordinator Biltagi Agency Schedule Your Interview Time calendlycomasureasd cristinaasurea first interview P ************
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