Preferred Choice Financial Group
- employees
🛡️ Insurance
🤝 B2B
Insurance • B2B
Preferred Choice Financial Group is an insurance advisory and brokerage business that provides property & casualty insurance, life insurance and annuity products, and employee benefits solutions. The firm acts as an outside sales agent and adviser, serving both individual consumers (for personal property/casualty and life/annuity products) and businesses (for commercial lines and employee benefits). Services include lead development, needs-based reviews, client relationship management, underwriting application support, enrollment and ongoing benefits consulting, and sales via phone, email, and in-person meetings.
Life Insurance & Annuity Adviser
Job not on LinkedIn
🕒 March 31
🐊 Florida, New York, +2 more states – Remote
⏰ Full Time
🟡 Mid-level
🟠 Senior
🔒 Insurance
👻 Ghost score 53%
Where this job comes from
Posted on Preferred Choice Financial Group's careers page, not through a job board
First seen by Remote Rocketship March 31
Still open on Preferred Choice Financial Group's site. Checked 4 hours ago.
Preferred Choice Financial Group
- employees
🛡️ Insurance
🤝 B2B
Insurance • B2B
Preferred Choice Financial Group is an insurance advisory and brokerage business that provides property & casualty insurance, life insurance and annuity products, and employee benefits solutions. The firm acts as an outside sales agent and adviser, serving both individual consumers (for personal property/casualty and life/annuity products) and businesses (for commercial lines and employee benefits). Services include lead development, needs-based reviews, client relationship management, underwriting application support, enrollment and ongoing benefits consulting, and sales via phone, email, and in-person meetings.
📋 Description
• 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
🎯 Requirements
• 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.
🏖️ Benefits
• Up to 25% travel required but may require more.
Apply Now📊 Check your resume score for this job
Improve your chances of getting an interview by checking your resume score before you apply.
Similar Jobs
🕒 March 31
Sales Consultant focusing on life insurance sales for Harvard Group. Role involves networking, lead generation, and client education while providing solutions for wealth preservation.
🕒 March 31
Insurance Sales Representative focused on protecting families through life insurance and retirement solutions. Enjoy commission-based earnings with no cold calling and strong mentorship support.
🕒 March 31
Remote Insurance Follow-Up Representative responsible for insurance claims, billing, and hospital collection functions. Collaborating with healthcare contract customers to ensure account resolution and accurate payments.
🕒 March 31
Remote Insurance Follow-Up Representative at Annuity Health handling collection functions for Medi-Cal and insurance claims. Responsible for account resolution and excellent customer service to healthcare contract customers.
🕒 March 31
Remote Insurance Follow-Up Representative responsible for collection functions related to hospital and physician services. Resolving claims, submitting information, and providing customer service.
