Life Insurance Specialist/Producer - Adcock Financial Group

Life Insurance Specialist/Producer - Adcock Financial Group 4 weeks ago Be among the first 25 applicants Adcock Financial Group of Tampa, FL, a past winner of Small Business of the Year, is seeking a licensed individual to join our Estate Planning and life insurance team. Our ideal candidate will have an understanding of the life insurance, executive benefits, and estate planning industry and hold the proper insurance licenses. This is your chance to join a financial services firm focused on forming great relationships with clients, providing excellent service, and offering professional solutions. Adcock Financial Group is a family-owned financial services firm that is rapidly expanding and requires this position to help service our current and new clients. We are looking for a highly professional, energetic, and organized individual with excellent interpersonal communication skills. The candidate must have the ability to multi-task and prioritize in a fast-paced environment. This position will service an existing book of business and develop new business. Responsibilities Cultivate new relationships and a pipeline of prospective clients through networking, prospecting events, referrals, etc. Conduct insurance reviews for existing relationships on a mature book of over 1,000 policies. Develop campaigns that result in new insurance contracts (life, DI, LTC, executive benefits, etc.). Evaluate business or individual customers' needs and financial status to propose protection plans that meet their criteria. Work with clients to deliver risk management strategies that fit their risk profiles. Answer client calls and service requests promptly. Complete, submit, and follow up on client applications. Identify cross-selling opportunities within the company. Report progress of initiatives to stakeholders. Maintain CRM database with clients and prospects. Create and track personal commissions (Excel). Keep up with continuing education and industry standards. Qualifications 2+ years of relevant industry experience. Current Florida 2-14/15 Life and Variable Annuity license. Estate planning and case design experience preferred. Knowledge of Microsoft Office applications. Bachelor's degree in a related field preferred. Excellent communication and organizational skills. Desired Skills Strong customer service skills both on the phone and face-to-face. Passion for developing relationships and building networks. Goal-oriented with a focus on sales success. Excellent time management and organizational skills. Benefits Competitive compensation based on experience and contribution. Salary plus commission structure. 401(k) match with Safe Harbor. Profit sharing plan. Paid time off and major holidays off. Employer-paid health, dental, and AD&D insurance. Group voluntary vision, life, and disability insurance. Additional Details Seniority level: Associate Employment type: Full-time Job function: Finance Industries: IT Services and IT Consulting Referrals increase your chances of interviewing at Kestra Financial by 2x. Get notified about new Life Insurance Specialist jobs in Tampa, FL . #J-18808-Ljbffr Kestra Financial