We are seeking an ambitious, client-focused, and Florida 2-15 Licensed Insurance Agent for a career-defining opportunity. In this role, you will inherit the book of business of a top-producing agent who is retiring in February 2027 after 32 exceptional years with our firm. To ensure your success, you will undergo a comprehensive mentorship and training program directly under this veteran agent. You will leverage your existing life and health insurance experience while mastering the senior health market (clients age 65+). We set you up for long-term wealth building by providing a stable base salary, uncapped incentive pay, warm leads , and a seamless, warm hand-off of an established, loyal client base.

Key Responsibilities:

Elite Mentorship & Training:

Work side-by-side with our retiring 32-year veteran agent to absorb his proprietary workflows, relationship-building secrets, and deep product knowledge.

Warm Client Transition:

Learn the history, nuances, and specific needs of the retiring agent's active account base to execute a flawless, warm hand-off before February 2027.

Life & Health Sales:

Service the existing book of business and actively cross-sell insurance, annuity, and health products

Lead Utilization:

Follow up on company-provided leads to convert prospects into long-term policyholders, and/or refer them to our investment advisors when appropriate

Compliance & Excellence:

Maintain strict compliance with Florida Department of Financial Services (DFS) guidelines and CMS Medicare marketing compliance standards.

Required Qualifications:

License:

Active, clean Florida 2-15 (Life and Health) Insurance License .

Experience:

Minimum of one (1) year of successful experience selling life insurance and Medicare related health insurance products.

Education:

College degree preferred. Lifelong learning mindset required. Basic computer skills required. Ability to navigate email, carrier websites, client relationship management software, etc.

Coachable Mindset:

An eager willingness to learn about various financial products and services in order to directly assist clients, or refer them to a specialist, when needed.

Relationship Focus:

Exceptional empathy, communication skills, and comfort working extensively with the senior (65+) demographic.

Expertise:

Ability to find unmet client and prospect needs and match appropriate products and services to address those needs

Professional:

Well-groomed polished appearance and welcoming demeanor.

Benefits & Compensation:

Financial Stability & Upside:

Reliable base salary paired with unlimited incentive compensation

Warm Leads:

You receive a warm hand-off of existing insurance clients including some from our prior retired agents, and periodic referrals of our investment advisory clients. 401(k)

Retirement:

Plan with company match to secure your own financial future.

Employer-Paid Insurance:

Fully covered employer-paid life insurance and long-term disability (LTD) coverage.

Paid Time Off:

Generous PTO allotment for vacation, sick days, and all stock market holidays.

The Ultimate Head Start:

Immediate access to an established, highly profitable client base through a structured transition.

Quality Office:

Private furnished office, conference rooms, administrative team, encrypted email, client relationship management (CRM) software, etc. provided.

Range of Products:

Access to many competitive life, health, and annuity products to cross-sell and meet various client needs Opportunities for

Growth:

Work alongside Investment Advisors and Financial Planners to learn other aspects of financial services. Optional securities licensing available, with employer paid study materials and sponsorship.

Pay:

$30,000.00 - $65,000.00 per year

Benefits:

401(k) 401(k) matching Disability insurance Paid time off

Work Location:

In person