Entry Level Insurance Agent

Executive Financial Partners•Clearwater, FL

About The Position

Executive Financial Partners helps families, individuals, and small businesses protect what matters most through supplemental health insurance solutions. The company emphasizes service, excellence, results, skill development, discipline, and high performance while aiming to make a positive impact on clients and communities. This is an entry-level role that does not require prior sales experience. The company provides hands-on and classroom training, mentorship from experienced professionals, and strategies to support success. The agent meets with clients to understand their needs and offer tailored supplemental health insurance solutions, builds relationships with individuals, families, and local businesses, and uses Salesforce CRM to generate leads, manage clients, and grow a network. The role offers independence in managing work alongside support from a high-achieving team. Compensation is commission-based, with uncapped earnings and additional incentive opportunities. This is a 1099 independent contractor role, not a W-2 employee position.

Requirements

  • Pass a pre-employment background check.
  • Have a valid driver's license and reliable transportation.
  • Hold an active Health & Life Insurance License or be willing to obtain one; study materials and state fees are provided.
  • Have a bachelor's degree or at least 4 years of professional experience. Relevant sales, leadership, or athletic experience is considered.
  • Demonstrate ambition, resilience, and willingness to learn.

Nice To Haves

  • Relevant sales, leadership, or athletic experience.

Responsibilities

  • Complete hands-on and classroom training to learn the business.
  • Meet with clients, understand their needs, and offer tailored supplemental health insurance solutions.
  • Build relationships with individuals, families, and local businesses.
  • Use Salesforce CRM to generate leads, manage clients, and grow a professional network.
  • Manage work independently while collaborating with and receiving support from the team.

Benefits

  • In-depth training and mentorship from experienced professionals.
  • Optional weekly draw.
  • Monthly cash bonuses and quarterly stock bonuses.
  • Incentive trips.
  • Vested renewal commissions.
  • Performance-based promotions.
  • Flexible scheduling based on results rather than hours.
  • Ongoing sales training and leadership development.
  • Study materials and state fees provided for obtaining a Health & Life Insurance License.
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