Life Insurance Specialist/Producer - Adcock Financial Group

About the role

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.

Responsibilities

• Conduct insurance reviews for existing relationships on a mature book of over 1K policies
• Develop campaigns that result in new insurance contracts (life, DI, LTC, executive benefits, etc.)
• Evaluate business or individual customers' needs and financial status and 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 in a timely manner
• Complete, submit and follow up on client applications
• Identify cross-selling opportunities to other lines of business within the company
• Report the progress of monthly/quarterly initiatives to stakeholders
• Maintain CRM database with clients and prospects
• Create and track personal commission (Excel)
• Keep up with continuing education and ever-changing industry standards

Qualifications

• 2+ years of relevant industry experience
• Current Florida 2-14/15 Life and Variable annuity license
• Estate planning and case design experienced preferred
• Knowledge of Microsoft Office applications
• Bachelor's degree in related field preferred
• Excellent communication and organizational skills