Life Insurance Agent jobs in United States
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McAdams Group, LLC · 6 days ago

Life Insurance Agent

McAdams Group, LLC is dedicated to helping clients achieve financial security through expert life insurance guidance. The Life Insurance Advisor plays a vital role in assessing clients' financial needs, recommending suitable solutions, and maintaining strong client relationships.

AdviceAsset ManagementFinancial ServicesRetirementWealth Management

Responsibilities

Assess clients' financial needs and recommend suitable life insurance solutions to protect their future
Build and maintain strong client relationships while educating them on policy benefits, coverage options, and financial security
Guide clients through the application process, ensure policy accuracy, and provide ongoing support for updates and claims

Qualification

Life & Health LicenseSeries 6566 licensureFinancial services experienceClient relationship managementTax backgroundAccounting background

Required

2-5 years of experience in the financial services industry, with client-facing responsibilities
Active state health/life insurance and Series 65 or 66 licensure (or willingness to obtain)
Life & Health License

Preferred

Preferably with Tax or Accounting background

Company

McAdams Group, LLC

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McAdams Group, LLC has differentiated itself from the competition in numerous ways.

Funding

Current Stage
Early Stage
Company data provided by crunchbase