Job Description
Foti Financial is an independent marketing organization (IMO) in the financial services industry; specifically in the insurance marketplace. We serve clients by acting as their State Licensed coordinator and broker for products in life insurance, health insurance, retirement, annuities, Medicare, senior benefits, and more. Foti Financial is forging a new path in the industry for brokers. Each agent owns their book of business. We would love for you to join us!
Our approach is simple. We believe in our people, we provide them a platform to become successful, we train them how to achieve that success and then mentor them into maturity and achieve financial independence. Apply today!
Job Responsibilities:
- Evaluate new customers' insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectations.
- Provide warm and professional customer service while onboarding new clients and maintain existing clients, including booking appointments, inquiry response, insurance eligibility, claim submissions, questions concerning billing, and insurance policies.
- Ensure all paperwork is up to date while maintaining records and bookkeeping.
Job Qualifications:
- Great interpersonal, communication, leadership, and management skills
- Must be 18 years or older
- Active driver's license
- Must be coachable, detail-oriented, and a team player.
- Possesses outstanding interpersonal and communication skills.
- An active Life Health & Life insurance license is a strong bonus but not required.
- Previous customer service preferred
Job Type: Full-time
Pay: $82,880.00 - 112,716.00 per year
Benefits:
- Flexible schedule
- Work from home
Supplemental Pay:
- Bonus opportunities
- Commission pay
People with a criminal record are encouraged to apply
Application Question(s):
- Do you have a Life insurance producer license? If not, are you willing to take a course, pass an exam and complete a background check within two weeks of accepting the position?
Experience:
- Sales: 1 year (Preferred)
Language:
- English (Required)
- Spanish (Preferred)
Work Location: In person
Job Type: Full-time
Pay: $82,880.00 - $112,716.00 per year
Benefits:
- Dental insurance
- Health insurance
- Vision insurance
Supplemental Pay:
- Bonus opportunities
- Commission pay
People with a criminal record are encouraged to apply
Application Question(s):
- If you do not currently posses a Life Insurance license, are you willing to take an online course, take a state exam and complete a background check?
License/Certification:
- Life Insurance License (Preferred)
- Health Insurance License (Preferred)
Work Location: In person
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