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Financial Services of America

Independent financial planning and insurance provider

Insurance Agent

Insurance Sales & AgencyPosted on Nov 11
Full-timeTroy, MI, USAIn-person

About the Job

Requirements

  • An active Michigan insurance producer license in Property & Casualty or Life & Health, depending on the products the agent will sell, or the ability to pass the exam.
  • Prior insurance sales experience, including quoting, presenting coverage options, following up, and closing sales.
  • Ability to explain premiums, deductibles, limits, and coverage options in plain language.
  • Consistent follow-up with prospects and clients, with accurate notes and next steps in the customer relationship management (CRM) system.
  • Comfort meeting sales goals and identifying opportunities to help clients with additional coverage.
  • Clear communication skills and the ability to manage multiple quotes, applications, and client conversations.

Responsibilities

  • Talk with prospective and existing clients to understand their insurance needs.
  • Review current policies, prepare quotes, and explain premiums, deductibles, and coverage options in plain language.
  • Follow up on quotes, ask for the sale, and help clients through the application process.
  • Identify opportunities to bundle coverage or connect clients with another specialist on the team.
  • Document client conversations and follow-up activity in the CRM.
  • Work with the service team to support clients after the sale.

Desired Qualifications

  • Active licenses in both Property & Casualty and Life & Health.
  • Experience working at an independent insurance agency and quoting through multiple carriers.
  • Experience selling one or more core insurance lines, including home and auto, Medicare, individual health, life, or commercial insurance.

About the Company

Financial Services of America

Independent financial planning and insurance provider

Financial Services of America provides independent financial planning and insurance services in Michigan, offering a full lineup of insurance and investment products and a one-stop shopping experience with discounted access to CPAs, estate attorneys, mortgage experts, and insurance professionals. Its products come from FSA for insurance, AE Financial Services, LLC (AEFS) for securities, and FSA Advisors (FSAA) for investment advisory, with each entity operating separately. The company uses its independence to provide an unbiased, educational approach to personal finance, helping clients understand options and coordinate strategies. The goal is to help clients build holistic financial plans by coordinating advice from multiple professionals and ensuring comprehensive coverage for insurance and investments.

Company size
11-50
Company stage
Not listed
Total funding
Not listed
Headquarters
Warren, MI
Founded
1984

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