CT-Glastonbury Financial Professional / Insurance Advisor

About the role

Meet with pre-qualified clients and referral opportunities
Conduct educational retirement and Medicare planning appointments
Help individuals and families protect what matters most
Build long-term client relationships based on trust
Develop your own growing practice with the support of experienced mentors
Participate in educational seminars and community outreach events
Continue expanding your knowledge through ongoing professional development

Responsibilities

• Meet with pre-qualified clients and referral opportunities
• Conduct educational retirement and Medicare planning appointments
• Help individuals and families protect what matters most
• Build long-term client relationships based on trust
• Develop your own growing practice with the support of experienced mentors
• Participate in educational seminars and community outreach events
• Continue expanding your knowledge through ongoing professional development

Requirements

• Active Connecticut Life & Health Insurance License (required)
• Financial services or insurance experience preferred
• Strong communication and relationship-building skills
• Self-motivated with an entrepreneurial mindset
• Professional, ethical, and client-focused
• Coachable and eager to continue learning
• Comfortable working independently while being part of a collaborative team
• Desire to build a long-term career with ownership opportunities

Qualifications

• Active Connecticut Life & Health Insurance License (required)
• Financial services or insurance experience preferred
• Strong communication and relationship-building skills
• Self-motivated with an entrepreneurial mindset
• Professional, ethical, and client-focused
• Coachable and eager to continue learning
• Comfortable working independently while being part of a collaborative team
• Desire to build a long-term career with ownership opportunities

Skills

• Effective communication and relationship-building skills
• Ability to work independently and collaboratively
• Strong understanding of retirement and insurance products
• Self-motivation and entrepreneurial spirit

Benefits

• Comprehensive training and coaching
• Industry-leading product portfolio
• Ownership of your book of business
• Renewal income and long-term growth opportunities
• A collaborative, high-energy team culture

Pay

USD $41,500.00 - USD $101,000.00 /Yr.

Schedule

Flexible schedule to accommodate client needs and personal commitments