Top 40 Insurance advisor Jobs in Tallahassee, Fl

Relationship Advisor Full-Time (Contact Center) Tallahassee
Addition Financial Credit Union —Tallahassee, FL
- Full-time
- Mid-level
- High school diploma or GED
- Organizational skills
- Profit sharing
- Paid parental leave
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Preneed Insurance Agent (1099)
Integrity —Florida
- Call employer
- No experience needed
- Entry level
- Under 1 year
- Flexible schedule
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RSVP - W2 Life Insurance Specialist - Remote - Hiring Event
Insurance Supermarket Inc. —Florida
- $38,500 - $180,000 a year
- Full-time
- Computer literacy
- Mid-level
- Communication skills
- Health insurance
- Paid time off
Financial Services Professional - Hybrid Remote (FL)
Bankers Life —Tallahassee, FL
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
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Wealth Management Trainee (FL)
Bankers Life —Tallahassee, FL
- $50,000 - $80,000 a year
- Full-time
- Entry level
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RSVP - Spanish Bilingual Life Insurance Advisor (W2) Remote
Insurance Supermarket Inc. —Florida
- $38,500 - $180,000 a year
- Full-time
- Spanish
- Computer literacy
- Mid-level
- Health insurance
- Work from home
9d
Life Insurance Advisor (W2) Remote
Insurance Supermarket Inc. —Florida
- $38,500 - $180,000 a year
- Full-time
- Computer literacy
- Mid-level
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
7d
Financial Advisor | Tallahassee, FL
Capital City Bank —Tallahassee, FL
- Full-time
- Microsoft Word
- High school
- Data analysis skills
- Health insurance
- Dental insurance
Partner Development Account Manager (remote)
Integrity Marketing Group —Tallahassee, FL
- Full-time
- Remote
- Mid-level
- Analysis skills
- Continuous improvement
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Account Executive - Tallahassee, Florida
Delta Defense, LLC —Tallahassee, FL
- $70,000 a year
- Weekends as needed
- Google Workspace
- High school diploma or GED
- Travel
- Paid training
- Mileage reimbursement
Registered Client Service Associate
Morgan Stanley —Tallahassee, FL
- Full-time
- Writing skills
- Mid-level
- Office
Licensed Medicare Insurance Agent (Remote)
HEALTHPLANONE, LLC —Tallahassee, FL
- Weekends as needed
- 18 years or older
- Mid-level
- High school diploma or GED
- Health insurance
Quick Apply
Financial Advisor - Tallahassee, FL
Corebridge —Tallahassee, FL
- Choose your own hours
- Mid-level
- High school diploma or GED
- Travel
- Wellness program
- Health insurance
Insurance Sales Producer
HUB International —Tallahassee, FL
- Full-time
- Mid-level
- 3 years
- Bachelor's degree
- Wellness program
- Health savings account
Producer
Gallagher —Tallahassee, FL
- Full-time
- Up to 50% travel
- High school diploma or GED
- Business development
12d
Personal Lines High Net Worth Producer
HUB International —Tallahassee, FL
- Full-time
- Mid-level
- 3 years
- Bachelor's degree
- Wellness program
- Health savings account
Account Manager - Commercial Insurance (Construction/Contractors)
Insurance Office of America, Inc. —Tallahassee, FL
- $60,000 - $115,000 a year
- Full-time
- 3 years
- High school diploma or GED
- Business development
- Paid holidays
- Health insurance
Quick Apply
6d
CNO Financial Advisor – Hybrid Remote (FL)
CNO Financial Group, Inc. —Tallahassee, FL
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Financial services
- Marketing
Quick Apply
Voya Financial Advisor Tallahassee FL
Voya Financial Advisors —Tallahassee, FL
- Mid-level
- 403(b)
Financial Advisor ( Tallahasse/South Georgia Area)
Addition Financial Credit Union —Tallahassee, FL
- Evenings as needed
- Research
- Mid-level
- 3 years
- Paid parental leave
- Health insurance
Quick Apply

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insurance advisor jobs near tallahassee, fl

Relationship Advisor Full-Time (Contact Center) Tallahassee

Addition Financial Credit Union -
Tallahassee, FL

Quick Apply

Job Details

Full-time

Benefits

Profit sharing
Paid parental leave
Health insurance
Dental insurance
401(k)
Tuition reimbursement
Parental leave
Vision insurance
Volunteer time off
Paid sick time

Qualifications

High school diploma or GED
Financial product expertise

Full Job Description

We are Addition Financial, a member-owned, not-for-profit financial cooperative, offering comprehensive financial solutions that help members achieve their financial goals. Shareholder profits don't drive us and never have. Since 1937, we've been on a mission to bring financial success and education to everyone and make a positive impact in the lives of our members and the communities we serve. And we want your help to make that happen. We're looking for people who not only want to do meaningful, challenging work, but who also have a heart for service. If this sounds like you, keep reading and we'll dive into the specifics!

SUMMARY:

We are the Contact Center

We are a high-volume member service group. Our goal is to make it easier to do business with Addition Financial as we provide world-class member service, one call resolutions, and product pairing based on each member’s individual needs. It is the responsibility of each member of our team to meet these goals as we strive to enhance the Addition Financial brand. We work hard to meet these goals because it means our members’ lives are changed for the better.

Ours is a culture of empowerment. We believe a highly trained employee is a confident, proficient, and assertive employee. We strive to create a culture of empowerment by giving our staff the freedom to make decisions on the member’s behalf to bring resolution to issues, provide service recovery, and ensure each member has the best experience possible.

We work in an environment of open communication, shared ideas, and continual improvement in an effort to grow our company and strengthen the member relationship.

We expect all members of the Contact Center staff to:

Adhere to the policies and procedures of Addition Financial, the Contact Center, and their individual team

Do their best work at all times giving their full attention and best effort in all areas of their performance

Be at work on time according to their scheduled shifts

Ask questions, try new things, fail and learn from mistakes, do big things

Share ideas and best practices that will help shape and support our goal of world-class service

Relationship Advisors are required to handle member calls in an effort to determine member needs and provide individualized solutions. Consultative and investigative conversations will be utilized to provide product and service recommendations to each member. Agents will receive coaching based on Quality Assurance reviews, live monitoring by management, as well as when needed based on performance feedback. Product, system, and job knowledge will all be developed through classroom, one-on-one, and online learning resources.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Communicates with the members and colleagues via telephone to discuss financial needs. Providing basic information including, but not limited to account balances, histories, rates, hours of operation, product and services, etc.
Performs additional account maintenance such as adding or removing a joint, close accounts requests, IRA/HSA servicing, legal title changes, etc.
Performs monetary and non-monetary transactions including, but not limited to transfers, pay by phone, stop payments, changes of address, opening sub-accounts, etc.
Submits claims to the appropriate department and informs member of the resolution.
Keeps updated on all credit union policies, procedures, promotions, and services.
Educates and cross-sells members additional products and services that are most appropriate to their situation.
Successfully meets or exceeds sales and quality monitoring goals.
Successfully completes compliance requirements
Utilizes resources such as Connections, additionfi.com, and training materials, etc.
Understands and utilizes phone and computer systems.
Completes Lumen courses as directed by Management.
Enters required loan information into the lending system with the knowledge on all lending policies, products, procedures, and promotions.
Understands credit bureau report, identifies additional lending opportunities, educates member on best practices to improve credit score, while meeting or exceeding all lending goals.
Ability to identify member’s lending needs and to cross-sell appropriate ancillary products (i.e. credit life/disability, GAP, and mechanical warranty).
Other duties as assigned by Management.
And other department wide projects and tasks as assigned.

REQUIREMENTS

Education:

High school diploma or general education degree (GED)

Experience:

One to two years’ related experience in a customer/member services environment; or equivalent combination of education and experience.

General knowledge of all products and services for cross-selling purposes and general knowledge of the various departments within the organization.

OTHER CHARACTERISTICS OF THE POSITION:

Physical Demands:

Sitting for long periods at a time.

Regularly required to talk or listen.

Occasional lifting of office supplies up to 20 lbs.

Vision abilities including close vision and ability to adjust focus. Mental Demands:

Must understand and follow a set of clear oral and/or written procedures without deviation.

Performs repetitive routine tasks.

Withstand moderate amounts of stress.

Must adhere to a provided work schedule to meet a set of qualitative production standards.

Perform tasks that vary little from day to day.

Implements others’ decisions/procedures with little judgment required.

Must relay information orally.

WORKING WITH US:

We’re continually recognized as a top employer because we understand people like you want more out of your career. Like making a difference in people’s lives and in the community. Being part of a team that supports each other. Feeling good about the time you spend at work each day. And being able to balance your life while also earning a competitive base salary and benefits, including:

401k with profit sharing contribution

Comprehensive medical, dental and vision coverage from leading insurance providers

Continuing education and up to $5,000 in tuition assistance annually

Generous vacation and sick pay

Paid parental leave and volunteer time off

Major holidays off including Federal holidays that many other industries don't observe

Credit union benefits including reduced consumer/mortgage loan rates, free checks, and other financial services discounts

At Addition Financial, we accept you for who you are. We are an equal opportunity employer and do not discriminate based on race, color, creed, religion, national origin, sex, marital status, age, protected veteran status, or disability/handicap with regards to recruitment, selection, placement, promotion, wages, benefits, and any other areas of employment. Personal perspectives and beliefs are what helps our team members, and our company, grow as a whole and we seek to nurture that inclusiveness. We welcome our team member’s diverse viewpoints and work together so that everyone’s voices are heard. So, if you’re ready to take your career to the next level, Count Us In®.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

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Refine Your Search

insurance advisor jobs in tallahassee, fl

Relationship Advisor Full-Time (Contact Center) Tallahassee

Preneed Insurance Agent (1099)

RSVP - W2 Life Insurance Specialist - Remote - Hiring Event

Financial Services Professional - Hybrid Remote (FL)

Wealth Management Trainee (FL)

RSVP - Spanish Bilingual Life Insurance Advisor (W2) Remote

Life Insurance Advisor (W2) Remote

Financial Advisor | Tallahassee, FL

Partner Development Account Manager (remote)

Account Executive - Tallahassee, Florida

Registered Client Service Associate

Licensed Medicare Insurance Agent (Remote)

Financial Advisor - Tallahassee, FL

Insurance Sales Producer

Producer

Personal Lines High Net Worth Producer

Account Manager - Commercial Insurance (Construction/Contractors)

CNO Financial Advisor – Hybrid Remote (FL)

Voya Financial Advisor Tallahassee FL

Financial Advisor ( Tallahasse/South Georgia Area)

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