
11 - 50 employees
Founded 2022
đź’Ľ Consulting
🛡️ Insurance
đź’¸ Finance
Consulting • Insurance • Finance
Advisory Resource Group LLC is an independent advisor network and support platform that represents and supports financial advisors, wealth managers, and insurance professionals across the United States. The firm provides practice management resources, a technology and service platform, and access to investment and securities services through a broker-dealer/registered investment adviser affiliation (Osaic Wealth), helping advisors grow their practices and enhance client financial planning experiences. ARG emphasizes culture, advisor-centric operations, and compliance with industry standards while serving a large national client base.
đź•’ October 22, 2025
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11 - 50 employees
Founded 2022
đź’Ľ Consulting
🛡️ Insurance
đź’¸ Finance
Consulting • Insurance • Finance
Advisory Resource Group LLC is an independent advisor network and support platform that represents and supports financial advisors, wealth managers, and insurance professionals across the United States. The firm provides practice management resources, a technology and service platform, and access to investment and securities services through a broker-dealer/registered investment adviser affiliation (Osaic Wealth), helping advisors grow their practices and enhance client financial planning experiences. ARG emphasizes culture, advisor-centric operations, and compliance with industry standards while serving a large national client base.
• Proactively generate leads through networking, referrals, digital outreach, and community engagement • Develop and execute local marketing strategies to increase brand awareness and attract new clients • Conduct personalized consultations to assess client needs and recommend appropriate property and casualty insurance solutions • Build and nurture long-term relationships to drive client satisfaction, retention, and referrals • Manage sales pipeline and client interactions using CRM tools and digital platforms • Collaborate with internal support teams to ensure a smooth and professional client experience
• Active Property & Casualty insurance license (required) • Experience in insurance sales, financial services, or a related consultative sales role • Strong background in networking, lead generation, and client relationship management • Comfortable creating and executing local marketing campaigns (both online and offline) • Self-starter with excellent time management skills and the ability to work remotely and independently • Must be located in the Greater Phoenix area for client familiarity and potential in-person networking opportunities (other locations will not be considered)
• Fully remote working environment • Flexible schedules • Higher than industry standard compensation plans • New and Renewal Commissions • Access to marketing tools, CRM, and lead generation support • Ongoing training • Licensing support • Opportunities for career development • Collaborative and supportive team culture
Apply Nowđź•’ October 11, 2025
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đźź Senior
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đź•’ October 11, 2025
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