Financial Broker
Nobility Financial - Relentless TeamDallas, TX, United States5 days ago
Job type
- Full-time
Job descriptionProspecting & Lead Generation – Finding potential clients through networking, referrals, social media, and outreach. Client Needs Analysis – Meeting with clients to understand their financial goals, family situation, and protection needs. Policy Presentation & Education – Explaining life insurance options (term, whole life, IUL, etc.) in a way clients can understand. Application & Underwriting Support – Helping clients complete applications, gathering documents, and guiding them through approval. Client Service & Relationship Management – Providing ongoing support, reviewing policies, and helping with claims or adjustments. Strong Communication People Skills – Comfortable talking with new people, building trust, and explaining financial concepts clearly. Self-Motivated, Goal-Oriented – Ability to work independently, stay disciplined, and push toward income / production targets. Basic Tech / Computer Skills – Comfortable using Zoom, email, and online applications (no prior industry experience required).
Responsibilities
- Prospecting & Lead Generation – Finding potential clients through networking, referrals, social media, and outreach.
- Client Needs Analysis – Meeting with clients to understand their financial goals, family situation, and protection needs.
- Policy Presentation & Education – Explaining life insurance options (term, whole life, IUL, etc.) in a way clients can understand.
- Application & Underwriting Support – Helping clients complete applications, gathering documents, and guiding them through approval.
- Client Service & Relationship Management – Providing ongoing support, reviewing policies, and helping with claims or adjustments.
Additional Responsibilities
Qualifications
Compensation
Compensation : $95,000 at plan commission DOE
Compensation : $95,000 per year
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Broker • Dallas, TX, United States
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