Licensed Life Insurance Sales Agent
Ethos LifeSalary not specified
Full Time
Entry Level & New Grad, Junior (1 to 2 years)
Licensed Insurance Agent - 220 or 2044 at Foundation Risk Partners
The Villages, Florida, United States
Not SpecifiedCompensation
Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
InsuranceIndustries
Requirements
- Obtain and maintain a 2-20 or 20-44 state insurance license, as required by the State Department of Insurance
- Intermediate to advanced knowledge of Microsoft Word, Excel, Publisher, and PowerPoint
- Ability to learn any other appropriate insurance company and firm software programs
- Demonstrates core values, exuding behavior that is aligned with corporate culture
Responsibilities
- Sells new accounts and renews existing accounts in keeping with firm and individual goals
- Builds and maintains relationships with clients, prospects, the service team, insurance company partners, and centers of influence while identifying and soliciting sales prospects
- Gathers information and develops recommendations for prospective clients
- Presents proposals in a professional manner, reviewing coverages in detail
- Communicates with clients, prospects, insurance company partners, and service team effectively
- Finalizes the sale, coordinates collection of deposits, arranges for binders and certificates, and briefs the service team
- Maintains a concern for accuracy, timeliness, and completion when interacting with clients and partners
- Maintains understanding and knowledge of insurance industry and underwriting criteria
- Meets monthly new business goals
- Positively represents the firm and insurance company partners in the community
- Performs other functions as assigned by leadership
- Looks for opportunities to improve the firm, business segment, and processes
- Brings issues and discrepancies to the attention of appropriate leadership
Skills
Microsoft Excel
Microsoft Word
Microsoft PowerPoint
Microsoft Publisher
Insurance Sales
Risk Management
Commercial Insurance
Underwriting
Foundation Risk Partners
Insurance brokerage and consulting services
About Foundation Risk Partners
Foundation Risk Partners operates as an insurance brokerage and consulting firm, focusing on providing tailored insurance solutions and expert advice to clients across the United States. The company grows by acquiring other firms and expanding its services organically, ensuring a diverse mix of industry knowledge and specialized services. Their approach combines expertise in various sectors with a commitment to cultural alignment and shared values. Unlike many competitors, Foundation Risk Partners emphasizes a collaborative relationship with clients, aiming to achieve exceptional outcomes and drive success for their partners.
Daytona Beach, FloridaHeadquarters
2017Year Founded
$2MTotal Funding
DEBTCompany Stage
Consulting, Financial ServicesIndustries
201-500Employees
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
401(k) Retirement Plan
401(k) Company Match
Unlimited Paid Time Off
Paid Holidays
Paid Vacation
Risks
Over-reliance on AI could cause disruptions if technical issues arise.
Expansion into new regions may pose compliance and operational challenges.
Leadership changes might lead to strategic shifts affecting company stability.
Differentiation
Foundation Risk Partners leverages AI to enhance risk analysis accuracy and speed.
The company focuses on a strategic mix of industry expertise and cultural fit.
Foundation Risk Partners is rapidly expanding through acquisitions and organic growth.
Upsides
AI solutions have decreased cycle times by up to 90% for certain activities.
Prospect conversion rates have increased by up to 50% due to AI adoption.
Expansion into Baldwin, New York, offers new market opportunities.
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