Company Description

Elevate Financial Partners is a wealth management & financial planning firm based in Newport Beach, CA. Our firm offers custom portfolio construction, complex life insurance plans, insurance planning, estate planning, and holistic financial planning with proven strategies. We also provide pre and post tax mitigation, virtual CFO services, and have in-house CPAs, tax attorneys, and estate planning attorneys.

Role Description

This is a full-time hybrid role for an Insurance Agent at Elevate Financial Partners in Newport Beach, CA. The Insurance Agent will be responsible for insurance sales, brokerage, finance, and providing exceptional customer service on a day-to-day basis.

Qualities that we are looking for

Sales experience preferred
Professional business demeanor
Strong communication and interpersonal skills
Ability to leverage personal networks / contacts
Entreprenurial mindset

What is expected of our Agents

Ability to understand and educate clients based on their concerns and needs
Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients
Develop and maintain long-term bonds with client, resulting in trust and continuity of client relationships over time

How we will compensate you

You have the power to determine your own incoe with our commission-based compensation. Individual agent performance will determine your income.

Elevate Financial Partners

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Insurance Agent