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:
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Consult clients about befitting risk management strategies
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Explore the needs of business or individual customers and propose them plans or other services
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Find opportunities and build relationship with potential customers Using networking, cold calling and other methods
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Organize bookkeeping systems, database and records
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Meet your goals in finding new clients and selling insurance products and services
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Follow company's policies and ensure the compliance with applicable legal requirements
Insurance Broker requirements are:
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Good experience in providing client-focused solutions and building customer relationships
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Experience of working with major kinds of insurance plans including life and medical
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Good knowledge of computers and statistics methods
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Strong communication, presentation and sales skills
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Results-driven and able to work without supervision
- High school or BSc degree; professional certification will be a bonus
Top Skills
What We Do
Alchemy Financial Group is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.
Securities offered through a Representative of Cambridge Investment Research, Inc. a broker dealer, member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc. A registered Investment Advisor. Alchemy Financial Group and Cambridge are separate entities. Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify, as it relates to completeness or accuracy.
For a list of states we are registered to do business, please visit www.alchemyfinancialgroup.com
Products & Services
At Alchemy Financial Group, we provide assistance in the following areas:
Investments:
Stocks
Bonds
Mutual Funds
Options
Traditional IRAs
Roth IRAs
SEP IRAs
Simple IRAs
Brokerage Accounts
Alternative Investments
College Savings 529 Plans
Variable Annuities
Financial Planning:
Retirement Planning
College Planning
Estate Planning
Wealth Distribution
Group Retirement Plans
Charitable Gifting
Insurance:
Life Insurance
Disability Income Insurance
Long Term Care
Annuities
