PA-Springfield Insurance Sales Agent
About the role
A growing regional partner is expanding in the West Chester area and seeks licensed advisors who want a more sophisticated platform. This opportunity offers a True ownership path to renewals and client relationships, a full product spectrum including Medicare, life, annuity, long-term care, and more, and professional mentorship without micromanagement.
Responsibilities
- Build and maintain long-term relationships with individuals and families in Chester County
- Conduct comprehensive needs analysis across Medicare, life, annuity, and related planning areas
- Present tailored solutions using a broad carrier platform (300+ options)
- Guide clients through enrollment, underwriting, and policy implementation
- Maintain compliance and ethical standards in all client interactions
- Develop referral relationships with CPAs, estate attorneys, and other local professionals
- Participate in ongoing training and strategic growth meetings
- Manage and grow a personal book of business
Requirements
- Active Pennsylvania insurance license (Life & Health required)
- Experience advising clients in Medicare, retirement income, or life planning
- Strong relationship-building and consultative sales skills
- Professional presence suitable for affluent households
- Self-directed and growth-oriented
Qualifications
Self-directed and growth-oriented Ability to operate independently while collaborating with a regional partner
Skills
- Comprehensive needs analysis
- Tailored solutions presentation
- Client engagement and education
- Compliance and ethical standards maintenance
- Referral development
Benefits
Confidential conversation available. This opportunity offers a True ownership path to renewals and client relationships, a full product spectrum including Medicare, life, annuity, long-term care, and more, and professional mentorship without micromanagement.
Pay
USD $70,000.00 - USD $100,000.00 /Yr.