Join Our Team at Safety First Financial in Naples, FL (www.SFinancial.net)
About Us:
At Safety First Financial, we are dedicated to safeguarding the financial futures of our clients. Built on a foundations of expertise, knowledge, and unwavering integrity, we proudly serve clients throughout their retirement journeys. Our mission is to protect retirement savings and provide financial stability in today's economy. Through a strategic approach focused on growth, preservation, and consistent returns, we strive to maximize financial growth while minimizing risks.
The Role: Life Insurance Agent
As a Life Insurance Agent at Safety First Financial, you will play a crucial role in helping clients secure their financial futures. You will guide clients through our comprehensive retirement planning process, developing personalized strategies that include fee-based investments, fixed-indexed annuities, and life insurance to ensure long-term financial security.
Key Responsibilities:
- Lead clients through detailed and customized financial planning processes.
- Develop and implement tailored financial strategies to meet individual client needs.
- Utilize a variety of financial products, including fixed-indexed annuities, and life insurance.
- Specialize in retirement planning and insurance solutions.
What We're Looking For:
- Active Florida 2-15 Life, Health, and Annuity License. (Required)
- 2-3 years of experience in client-facing roles.
- Actively using fixed-indexed annuities and life insurance products in planning philosophy.
- Strong sales, closing, and communication skills.
- Hard-working, money-motivated, and driven by a passion for helping others achieve financial success.
- (Bonus - Not Required) Active Series 65 or 66 License.
What We Offer:
- Fully sponsored monthly seminars at upscale restaurants.
- A private office for conducting one-on-one client meetings.
- Full back-office support for business tracking and client follow-ups.
- Advanced technology and CRM tools to streamline your sales process.
- A professional, client-focused environment designed to support your business growth.
Ready to Apply?
This is your chance to join a company that values your expertise, dedications, and passion for helping others. Don't miss out on this opportunity to make a real difference in the lives of our clients. Apply today and become part of the Safety First Financial team!
Please Note: This is an in-person role based in Naples, FL. Remote applicants will not be considered.
Safety First Financial is an equal-opportunity employer.
