The Taylor Agency
1 - 10 employees
💸 Finance
👥 B2C
Finance • B2C
The Taylor Agency is an independent financial services and insurance advisory firm based in Adrian, Michigan that provides insurance, investment, retirement, estate planning, and tax resources for individual clients. The firm offers personalized financial planning and investment advisory services, works with broker-dealer and registered investment advisor partners, and emphasizes regulatory compliance and client data privacy.
Life Insurance Sales Agent
Job not on LinkedIn
🕒 February 25
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The Taylor Agency
1 - 10 employees
💸 Finance
👥 B2C
Finance • B2C
The Taylor Agency is an independent financial services and insurance advisory firm based in Adrian, Michigan that provides insurance, investment, retirement, estate planning, and tax resources for individual clients. The firm offers personalized financial planning and investment advisory services, works with broker-dealer and registered investment advisor partners, and emphasizes regulatory compliance and client data privacy.
📋 Description
• Call, qualify, and set up appointments with clients • Help clients apply for insurance policy over the phone or Zoom
🎯 Requirements
• Self-motivated • Hard-working with integrity • Growth mindset and driven to exceed • Willing to read and work on personal development • Coachable and willing to do what it takes to be successful
🏖️ Benefits
• Training and support • Mentorship • Warm leads (no cold calls) • Online training and events
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