Licensed Financial Services Professional

Central Florida • Winter Garden, FL

2d

About The Position

We’re seeking an outside sales representative to identify new target buyers and upsell to current customers to achieve sales goals. The ideal candidate is a service-oriented outside sales expert that can prospect, present, and close deals efficiently. If you are looking to combine your communication and prospecting skills with your outside sales experience to leverage a more lucrative career in the industry, we want you on our team!

Requirements

• Life Insurance license and FINRA investment licenses (e.g., Series 6 or 7), or willingness to obtain them within 60–90 days.
• Proven sales and prospecting experience , preferably in insurance or financial services.
• Self-starter with strong prospecting and networking abilities.
• Excellent communication and interpersonal skills.
• Ability to assess client needs and recommend tailored insurance solutions.
• Strong organizational and follow-up skills to manage leads and client records.
• High level of professionalism, integrity, and ethical standards.

Nice To Haves

• Bilingual abilities are a plus (but not required).

Responsibilities

• Build and maintain strong client relationships: Establish trust and ongoing communication to understand and support clients’ long-term financial needs.
• Assess client needs and recommend appropriate life insurance solutions: Conduct personalized evaluations to match clients with the most suitable policies.
• Present and sell life insurance policies effectively: Clearly explain product options, benefits, and terms to help clients make informed decisions.
• Assist clients throughout the application and underwriting process: Ensure applications are complete, accurate, and submitted promptly to streamline approvals.
• Stay current on industry trends and regulatory requirements: Maintain up-to-date knowledge to ensure compliance and deliver informed guidance.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees