Note: The job is a remote job and is open to candidates in USA. PCFG Insurance is seeking enthusiastic, caring, and outgoing professionals for the role of Life Insurance & Annuity Adviser. The position involves creating protection plans for clients and managing sales campaigns to promote life and annuity products.
Responsibilities
Be able to communicate effectively and always work in the best interest of the client
Form long-lasting relationships
Promote life and annuity products through a variety of sales campaigns
Manage inbound calls as well as create and execute effective outbound call campaigns
Demonstrate proficiency in case design, sales skills, and cross-selling skills
Pro-actively contact, screen and qualify appointed life & annuity insurance agents to determine sales opportunities
Be skilled at presenting in both small and large group presentations
Capture all activity into CRM
Up to 25% travel required but may require more
Skills
1-3 years of financial services experience or equivalent education
3+ years of business development experience
Bachelor's degree
Strong presentation skills as well as excellent communication skills
Ability to adapt to the interests of the audience as well as use technical skills and people skills, on the phone and in person, to build relationships and help grow sales
Bilingual
Life and Health Licensed or ability to become licensed
CLU, ChFC, CFP designations or desire to work toward industry designation to develop subject matter expertise with company assistance
Company Overview
Our brokerage offers a full spectrum of insurance products, as well as alternative retirement planning & business solutions; Business Insurance, Risk Management, Commercial Auto Insurance, Professional Liability, Business/HR Compliance. It was founded in 2008, and is headquartered in Syracuse, New York, USA, with a workforce of 2-10 employees. Its website is