Job Description : RoseMark Advisors is seeking an ambitious and results-driven Financial Advisor specializing in life insurance sales to join our team in Bohemia. This role emphasizes expertise in life insurance products and the ability to transition clients into comprehensive financial planning relationships. This is a full time, in office position.
Responsibilities :
Foster strong client relationships built on trust and integrity.
Prospect, educate, and advise clients on the importance of life insurance in their financial portfolio.
Conduct thorough needs analysis to recommend appropriate life insurance solutions tailored to clients' individual circumstances and goals.
Develop and execute sales strategies to meet and exceed life insurance sales targets.
Transition life insurance clients into comprehensive financial planning clients by demonstrating the value of holistic financial planning.
Collaborate with other advisors and support staff to deliver a seamless client experience.
Stay informed about industry trends, products, and regulatory developments related to life insurance and financial planning.
Ensure all client interactions and transactions comply with industry regulations and company policies.
Requirements :
Bachelor's degree in Finance, Economics, Business Administration, or related field.
Life insurance license (Series 6 and 63 preferred).
Minimum of 2 years of experience in life insurance sales, with a proven track record of achieving sales targets.
Excellent communication and interpersonal skills.
Strong understanding of various life insurance products, including term, whole life, universal life, and annuities.
Ability to articulate complex financial concepts in a clear and understandable manner.
Proven ability to build trust and maintain strong client relationships.
Commitment to ethical practices and client confidentiality.
Expectations:
Our ideal candidate is committed to:
Adhering to the highest standards of integrity and ethical behavior.
Always acting in the best interests of our clients.
Ongoing education and training to stay current with industry developments and regulatory changes.
Active participation in team meetings and collaborative projects.
Benefits :
Annual Sales Incentive Trips.
Health Insurance Plans and Supplemental dental and vision plans.
Retirement savings plan.
Ongoing professional development and training opportunities.
Supportive and collaborative team environment.
About RoseMark Advisors:
RoseMark Advisors is dedicated to helping clients achieve financial security and peace of mind through personalized financial planning and expert guidance. We pride ourselves on delivering exceptional service and building long-lasting relationships based on trust and integrity.
How to Apply :
If you have a passion for life insurance sales and are eager to transition clients to comprehensive financial planning solutions, please submit your resume and cover letter. We look forward to discussing how your skills and experience align with our team.
Equal Opportunity Employer :
RoseMark Advisors is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, immigration status, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Job Types: Full-time, Permanent
Pay: $30,000.00 - $60,000.00 per year
Benefits:
401(k)
Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance
Application Question(s):
Do you have life insurance sales experience? If so, how many years?
License/Certification:
Life Insurance License (Required)
Work Location: In person
