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Client Development & Relationship Managers - No Cold Calls - Flexible

Client Development & Relationship Managers - No Cold Calls - Flexible

K & M Insurance Group LLCBrandon, FL, US
16 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Seeking Client Development & Relationship Managers with Agency Leadership Capabilities

Do you have a desire to help & serve people? Are you great in working with People? Do you have an interest in working with a leading national distributor of financial service products and services?

Do you want access to state-of-the-art technology tools with integrated CRM, quoting and e-apps to manage your broker agency at no cost to you, allowing you to shop the top carriers for your clients?

What about having the ability from day one to work with and copy how to build a national broker agency of Independent Broker Agents, providing an over-ride income stream?

Are you someone who just does what it takes to keep the "Job", or are you willing to do what it takes? If the later, we have an awesome sales system to help you succeed!

Do you desire to be part of a team and organization with an awesome culture, working with leaders that care about team members, and helping them be successful?

If any of these apply to you, we need to talk!

Our financial services broker agent team essentially responds to individuals, families, and business owners asking for help with their life insurance needs (final expense & mortgage protection) as well as for supplemental health; Medicare; Estate Planning Services; Retirement Savings; and Wealth Management needs. Our proven process allows you to work virtually from home to help these individuals, families, and business owners. We call & text people to set up appointments to meet with them in their home or virtually from our homes. There is NO COLD CALLING – just book appointments with those asking for help!

Yes, you can make a great income right away, working this opportunity as a side income to start with. You have flexibility with your schedule. We provide the training and the technology to support you and your business at NO COST to you. This includes working with you to help build a national broker agency team from day one, offering an even bigger over-ride potential then what you can earn in personal sales. Copy what works from the top sales leaders and managers, including having the opportunity to work with our Managing Partners.

We are part of the largest financial services sales organization in the world providing access to over 60+ top A rated insurance companies . Ability to handle all types of life insurance (term, final expense, accidental coverage, key-man coverage, IUL's & annuities), supplemental health plans, dental & vision plans, LTC plans, and full Medicare program (advantage & supplemental), as well as full client estate planning, wealth management & retirement savings programs. You do their shopping for them!

You must hold a Life & Health Insurance Producer license or work with us to obtain one quickly! We provide you with a deep discount on required pre-licensing training. Incredible opportunity for Licensed Property & Casualty agents looking to transition to or add Life & Health lines!

COMMISSION ONLY – 1099 Position - Commissions paid quickly – paid 3 times a week! Paying top compensation with fast promotional guidelines . Ability to earn awesome worldwide trips for 2+ and many bonuses.

Responsibilities :

  • Schedule appointments by phone and text from those who are requesting insurance coverage
  • In-Person or Virtually meet with clients to present their insurance options available to them
  • Copy and use the proven sales process and agency building system already in place
  • Develop an understanding of the different insurance and financial services products & programs available and who is eligible for them
  • Promptly respond to and help clients
  • Maintain and expand client relationships
  • Provide a positive environment to your clients & team members

Qualifications :

  • Life and / or Health Insurance Producer License, or ability to obtain one quickly
  • Excellent People and Communication Skills
  • Strong "Likeability" and Interest in Helping People
  • Entrepreneurial Attitude and Team Player
  • Self-Motivated, Disciplined, and Goal Oriented Individuals
  • Great Listeners who are Teachable
  • Live in the U.S. with your own reliable transportation
  • High School Diploma required
  • You are provided at NO COST TO YOU with awesome training, support, mentorship, and state-of-the art technology tools and applications with a CRM to help manage all aspects of your business and relationships, including your schedule, client information, client follow-up needs & opportunities, the carrier information & data, you & your teams compensation, and numerous other business management needs. We can process all client applications electronically with voice, text, or e-signatures.

    Our Vision : Inspiring Leaders to live an abundant life and be physically, mentally, spiritually and financial fit!

    Our Values : Integrity; Family; Service; Respect; Partnership

    We look forward to talking with you sometime soon!

    National Hiring Team

    K&M Insurance Group LLC, part of the Alliance Integrity Team

    Office : (440) 285-4927

    https : / / kandminsurancegroup.com /

    Company Description

    K & M Insurance Group LLC, DBA K & M Financial Partners, is a national financial services broker agency for all lines of insurance based in Ohio, which is part of the Alliance Integrity team. We specialize in life insurance, annuities, supplemental health insurance, Medicare programs, estate planning & protection, retirement savings, and wealth management programs. We provide access to a full array of companies and products, allowing our agents to help anyone, with any health history, between the ages of 0 to 89. There is no need to go anywhere else to help your clients with their life, health, and Medicare insurance needs, as well as estate planning and retirement savings to protect their future and their legacy!

    Company Description

    K & M Insurance Group LLC, DBA K & M Financial Partners, is a national financial services broker agency for all lines of insurance based in Ohio, which is part of the Alliance Integrity team. We specialize in life insurance, annuities, supplemental health insurance, Medicare programs, estate planning & protection, retirement savings, and wealth management programs. We provide access to a full array of companies and products, allowing our agents to help anyone, with any health history, between the ages of 0 to 89. There is no need to go anywhere else to help your clients with their life, health, and Medicare insurance needs, as well as estate planning and retirement savings to protect their future and their legacy!

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    Client Relationship Manager • Brandon, FL, US

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