Job summary
Job post source
This job is directly from Experior Financial Group
Job overview
The Insurance Agent role at Experior Financial Group involves helping clients achieve their financial goals through customized financial planning and expert advice while building a personal book of business.
Responsibilities and impact
The agent will provide client consultations to assess financial situations, prepare tailored financial recommendations, manage client relationships, ensure compliance with regulations, and stay informed on financial developments to guide clients effectively.
Compensation and benefits
This position is not salary-based, implying compensation may be commission or performance-based; no specific benefits or bonuses are mentioned.
Experience and skills
Candidates should have strong problem-solving, analytical, communication, and relationship-building skills, integrity, professionalism, and reliable transportation; prior financial or customer service experience is preferred but not explicitly required.
Career development
The role offers opportunities for promotion based on personal production and team-building, indicating potential career growth within the company.
Work environment and culture
The company values integrity, dedication, a servant attitude, and professionalism, promoting a supportive and client-focused work environment.
Company information
Experior Financial Group specializes in financial planning using proprietary software to deliver customized solutions for diverse client needs, focusing on retirement and risk management.
Team overview
The candidate will join a team of licensed associates dedicated to client account management and compliance.
Job location and travel
This is a work-from-home position requiring reliable transportation for any necessary travel.
Unique job features
The job features proprietary financial analysis software (EFA) and emphasizes personalized client service and compliance training.
Company overview
Experior Financial Group is a financial services company specializing in insurance, investments, and financial planning. They generate revenue through commissions on insurance products, fees for investment management, and financial advisory services. Founded in 2014, Experior has grown rapidly by focusing on personalized financial solutions and leveraging a network of independent financial advisors. The company emphasizes continuous education and training for its advisors to ensure they provide up-to-date and comprehensive financial guidance to clients.
How to land this job
Tailor your resume to emphasize your skills in client consultation, personalized financial planning, and compliance with financial regulations, reflecting the core responsibilities at Experior Financial Group.
Highlight your ability to build trusting client relationships, demonstrate problem-solving aptitude, and showcase your communication skills, as these qualities are pivotal for success in this role.
Apply through multiple platforms including Experior Financial Group’s official corporate website and LinkedIn to maximize your application visibility and reach.
Connect with current Experior Financial Group associates on LinkedIn, especially those in financial advisory roles, using ice breakers like commenting on their recent client success stories or asking about their experience with the Expert Financial Analysis software.
Optimize your resume for ATS by incorporating keywords from the job description such as 'financial consultation,' 'client needs analysis,' 'compliance,' and 'risk management' to ensure it passes initial automated screenings.
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