Who We Are
Legacy Financial Network is an independent, privately-owned insurance organization focused on retirement planning. We believe that the client should come first and everything else will fall in line. Our company has expanded to 3 locations in Michigan with its growth fueled by focusing only on those people who are preparing for, or already in retirement.
We are seeking a motivated and detail-orientedInsurance Producerto join our team. This is an exciting opportunity to grow with a company that values personalized service, expertise, and a collaborative environment. If you're looking for a career with independent opportunities and room for advancement, we want to hear from you!
Why You Should Join Us
- You Will Be Working with an Established Book of Business
- Firm-Funded Marketing Budget
- Access to Top-Notch Administrative Support
- Supportive and Collaborative Environment
- Extensive Mentorship and Training
- Professional Development and Growth Opportunities
What You Will Be Doing
- Generate new business through networking, referrals, marketing campaigns, and company-provided leads
- Conduct client and prospective client meetings to provide guidance, answer questions, and follow up on action items
- Present and recommend appropriate insurance solutions
- Build and maintain long-term client relationships
- Follow up on leads and opportunities in a timely manner
- Maintain accurate client records and activity tracking
- Stay current on product knowledge, industry trends, and compliance requirements
- Collaborate with team members to deliver an exceptional client experience
- Use various communication channels to initiate and foster relationships with clients and prospects
- Work alongside the advisory team to create and implement personalized investment strategies
- Assist in growing the firm’s client base through outreach efforts and company-funded marketing campaigns
- Contribute to business development and marketing efforts, including vendor research
- Stay up to date on financial trends, products, and regulatory changes
- Provide ongoing service to existing clients, handling inquiries and performing account-related tasks
- All other duties as assigned
What You Will Bring
- Life & Health Insurance License(Required)
- Clear and Professional Communication Skills (Verbal and Written)(Required)
- Self-Motivation with a Desire to Achieve Personal & Professional Goals(Required)
- Ability to Work Independently & Manage Multiple Priorities(Required)
- Strong Attention to Detail and Organizational Skills(Required)
- Previous Sales, Customer Service, or Business Development Experience(Required)
- Proficiency with Microsoft Office and CRM/Financial Planning Software(Preferred)
What’s In It For You
- Pay:$3,000 Monthly Draw for First 6 Months
- Uncapped Commission Potential
- Career Growth and Professional Development Opportunities
Check Us Out!
- Website: https://legacyfinancialnetwork.com/index.html
If you think we’d make a great match, apply today!
