Join our team!
Build your client portfolio through Medicare.
At Sterling Wealth Management, we offer motivated agents multiple marketing funnels through our direct mail system, Medicare Workshops, social media platforms, and special events. We carry a focused portfolio of financial products required for retirement planning; specifically, permanent life insurance, fixed indexed annuities and long term care insurance. All clients/prospects are offered a comprehensive retirement plan that is prepared with the latest planning software. Our advanced agency system serves to guide your clients and focus you as an agent.
Develop leads, schedule appointments in home or in office, identify customer needs, and market appropriate products and services.
Establish customer relationships and follow up with customers, as needed.
Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
Establish and meet marketing goals.
Use a customer-focused, needs-based review process to educate customers about insurance options. Maintain a strong work ethic with a total commitment to success each and every day. Adaption of skills necessary to operate a business.
Skills: Strong communication skills, computer literacy, strong organizational skills, strong sales skills
Education: Minimum of High School Diploma
Experience: 2+ years work history in sales (commissioned sales)
Qualifications: FLA 215 (Life, Health, Variable Annuity), FLA 240 (Life, Health) plus 2 yrs experience in a Licensed Agent Role, Life Insurance and Annuity sales with good personal credit history needed to contract with Life and Health Insurance carriers.
Job Types: Full-time, Part-time, Contract, Commission
Pay: $1,700.00 - $4,200.00 per month
- insurance sales: 2 years (Preferred)
- phone sales: 1 year (Preferred)
- A valid FLA Life, Health License (Required)
- English (Required)
- Spanish (Preferred)
- If you are not licensed, are you willing to obtain your Florida Life Insurance license (FLA-215)?
- Multiple locations
- On the road
- Professional development assistance