About the role:
The role of a Financial Advisor at the Burge Team involves guiding clients confidently through the life insurance buying process. You'll educate clients on how life insurance works, recommend the best products for their specific situations, and ensure a world-class customer experience by providing clarity in an often complex and ambiguous industry.
Your responsibilities will include performing a 'needs analysis' to understand each client's insurance requirements, reviewing recommended coverage options, and guiding them through the policy details to enable informed and confident decisions. If you’re passionate about shaping the future of life insurance sales and providing security for families, this role is for you!
To excel in this position, you should have a strong desire to succeed, maintain a positive attitude, and bring energy to interactions with clients and teammates. We seek experienced sales professionals with exceptional communication skills, a passion for helping others, and a drive to improve continually.
About the Burge Team:
The Burge Team is a dynamic and rapidly growing life insurance agency, dedicated to providing tailored coverage solutions through partnerships with over 30+ A-Rated insurance carriers. Our agents benefit from high-intent leads, comprehensive mentorship, and training programs, enabling them to build a business while delivering exceptional service to clients. We are committed to fostering agent success and ensuring financial security for the families we serve.
Why We Succeed:
- 1-on-1 Mentorship & Training Program
- Exclusive Qualified Leads
- Weekly Comprehensive Trainings from Top Producers
- Proven Track Record of Agent Success Using Our Training and Resources
Responsibilities:
- Consult clients on products & services to meet their needs
- Provide exceptional customer service
- Resolve product or service problems
- Maintain customer relationships
Qualifications:
-MUST RESIDE IN THE UNITED STATES
-MUST BE A U.S. Citizen
-MUST pass a background check
- Strong communication skills for effectively identifying client needs and closing sales
- Driven and self-motivated
- Must currently hold or be willing to obtain an insurance license (must pass a state background check to obtain a license)
Join us at Burge Team and take your career to new heights
Job Types: Full-time, Part-time
Expected hours: 10 – 40 per week
Compensation package:
- Bonus opportunities
- Commission pay
Weekly schedule:
Work setting:
Experience:
- Sales: 1 year (Preferred)
- Cold calling: 1 year (Preferred)
License/Certification:
- Life Insurance License (Required)
Work Location: Remote