Insurance Retirement Specialist

Overview

Company Overview: Join our dynamic team at Legacy, a leader in the insurance industry committed to helping clients achieve their retirement goals with tailored financial solutions. We pride ourselves on our client-centric approach, industry expertise, and supportive team environment.

Responsibilities

A Day In the Life: As an Insurance Retirement Specialist at Legacy, you will play a pivotal role in guiding clients through their retirement planning journey. Your responsibilities will include:

• Meeting with Clients: Conducting comprehensive meetings with clients to understand their financial goals and retirement aspirations.
• Needs Analysis: Performing thorough needs analyses to assess clients' current financial situations and future retirement needs.
• Providing and Explaining Solutions: Recommending appropriate insurance and retirement products tailored to clients' individual circumstances using our automated systems and back office support.
• Rigorous Follow-Up: Ensuring seamless implementation of recommended solutions and providing ongoing support and service to clients.
• Industry Awareness: Staying updated on industry trends, regulations, and best practices to provide informed advice to clients.
• Following a Proven Playbook: Adhering to a structured approach and utilizing a proven playbook to deliver consistent and effective client outcomes.

Hear From Our Agent Scott Parks

Qualifications

What you bring:

• Proven experience in financial services, particularly in retirement planning or insurance sales.
• Strong interpersonal skills with the ability to build rapport and trust with clients.
• Excellent communication and presentation skills.
• Detail-oriented with a focus on delivering exceptional client service.
• Relevant certifications (e.g., CFP, RICP) are preferred but not required.

What we offer:

• Unlimited Comp structure with reviews as frequently as twice a year.
• Generous commission structure based on performance and sales achievements.
• Access to over 220 top-rated carriers to retain and grow your business.
• Product training and materials directly from the carriers, in addition to the  boots-on-the-ground team.
• Ownership of your client list overwrites, and downline overwrites.
• National endorsement from the American Legion, the Elks, and the AM Vets Association.

Why Join Us: At Legacy, we offer more than a job – we provide a platform for career growth and personal development, a direct path toward owning your career.. You'll have the opportunity to work alongside industry experts, access to cutting-edge resources, and support from a collaborative team dedicated to your success.

Compensation

USD $50,999.00 - USD $69,999.00 /Yr.