Insurance & Financial Protection Advisor SYSC Holdings LLC Hialeah, FL Job Details Part-time | Full-time $68,615.31 - $82,633.49 a year 4 hours ago Qualifications Financial sales Customer relationship building Phone communication Lead generation Business development Insurance sales Account management

Full Job Description Company:

SYSC Holdings LLC Division:

Hardcrest —

Insurance Division Job Type:

Full-time Work Arrangement:

[On-site / Hybrid / Remote] About SYSC Holdings SYSC Holdings LLC is a management and strategic operations company that builds and operates specialized business divisions across financial services, consulting, real estate, and related industries. Through Hardcrest , our financial services platform, we are building a specialized insurance division focused on helping individuals, families, business owners, and professionals identify financial protection needs and connect with appropriate insurance strategies and licensed professionals. We are looking for someone who can combine sales ability, financial discovery, relationship management, and consultative communication . The Role As an Insurance & Financial Protection Advisor , you will be responsible for managing the front end of the client relationship. This is not designed to be a traditional "quote and sell" insurance position. You will first learn the client's situation, conduct a structured financial analysis, identify potential protection gaps, and determine whether there is a legitimate opportunity to move forward. Qualified opportunities will then be coordinated with the appropriate licensed insurance professional and our insurance partners. What You'll Do Conduct initial conversations with prospective clients. Build rapport and establish trust with prospects. Conduct Hardcrest's structured financial-analysis process. Gather information regarding income, assets, liabilities, existing coverage, business interests, family circumstances, and financial objectives. Identify potential financial-protection needs and opportunities. Explain financial concepts clearly to prospective clients. Schedule and conduct discovery and follow-up meetings. Maintain consistent follow-up throughout the sales process. Manage prospects and opportunities through the CRM. Coordinate qualified opportunities with licensed insurance professionals. Maintain relationships with prospects and clients throughout the process. Work with the Hardcrest team to develop and improve the client acquisition process. Meet activity, appointment, pipeline, and revenue objectives. What We're Looking For We're looking for someone who is comfortable having real conversations about money, risk, business, family, and financial planning. You may be a strong fit if you have experience in: Insurance sales Financial services Life insurance Banking Financial advising Business development B2B or B2C consultative sales High-ticket sales Account management Relationship management Lead generation A strong sales background is valuable, but we are more interested in your ability to communicate, ask good questions, understand people, and follow a process. Required Skills Strong verbal and written communication Professional phone presence Strong listening and questioning skills Ability to build relationships Comfortable discussing financial topics Organized follow-up habits CRM proficiency or willingness to learn Self-motivated and goal-oriented Ability to work independently while collaborating with a team Insurance License An active insurance license is preferred but not necessarily required , depending on the responsibilities assigned to the candidate. Candidates without a license may be considered for the appropriate non-licensed portion of the role, with licensed insurance activities handled by properly licensed professionals. Compensation Compensation will be structured around performance, qualified opportunities, and completed business, subject to applicable licensing and regulatory requirements. Why Join Hardcrest? You'll be joining during the development of a new division rather than stepping into a rigid sales organization. You will have the opportunity to help develop the process, contribute to the division's growth, and advance as the Hardcrest Insurance Division expands. Who Will Succeed Here This position is suited for someone who: Doesn't need to be micromanaged. Can make a high volume of professional conversations. Understands that sales starts with discovery rather than pitching. Can handle rejection without losing momentum. Is comfortable asking difficult financial questions. Takes follow-up seriously. Wants to build a career in financial services rather than simply hold a sales job.

Pay:

$68,615.31 - $82,633.49 per year

Work Location:

Hybrid remote in Hialeah, FL 33014