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Principal Elite Agent
Career Insights for Personal Financial Advisor (General)
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Scorecard
Based on Virginia data
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What they do
A Personal Financial Advisor advises clients on financial plans and investment strategies. Discusses the client's financial objectives, researches and recommends investment options, advises on tax strategies, monitors client accounts. May be licensed to buy and sell financial products such as stocks and bonds.
$100,973 / year median in Virginia
+5% projected growth
Job Description
Job Overview We are seeking a motivated and strategic insurance professional to run a Farmers insurance agency by leading the growth, operations, and client service functions of a dynamic insurance agency. The Atlantic District, we believe that insurance is more than just paperwork; it is about providing genuine peace of mind to the families and businesses that make Palmyra such a wonderful place to live. We are opening our doors to a Principal Elite Agent who shares our belief in treating every client like a neighbor, not just a policy number. Since our founding, we have focused on building a culture that values steady growth, mutual respect, and a friendly, supportive environment where everyone can thrive. When you join our team, you aren't just taking on a job; you are becoming the face of our firm in the community. You will have the autonomy to manage your schedule and the resources to craft insurance solutions that truly make a difference in people's lives. We are looking for someone who brings a positive energy to the office every morning and is excited to help us write the next chapter of our story. If you are ready to be part of an agency where your voice is heard and your hard work is celebrated, we would be delighted to have a conversation with you about your future with us.
Salary Range:
$220,000.00 - $250,000.00 per year Benefits Annual Base Salary
+ Commission
+ Bonus Opportunities Paid Time Off (PTO) Dental Insurance Vision Insurance Life Insurance Flexible Schedule Health Insurance Disability Insurance Mon-Fri Schedule Retirement Plan Hands on Training Parental Leave Career Growth Opportunities Requirements Active Property and Casualty Insurance License Three or more years of experience in direct insurance sales or account management Strong knowledge of local insurance market trends and policy structures Demonstrated history of building and maintaining a client base Excellent verbal communication and public speaking skills Bachelor's degree in business or a related field is highly valued but not required Responsibilities Develop and implement strategic plans to expand our client base throughout the Palmyra area Evaluate current client needs and conduct thorough risk assessments to provide tailored policy recommendations Represent The Atlantic District at community events and local networking functions to foster meaningful relationships Guide prospective clients through the selection process, ensuring they feel confident and informed about their coverage Collaborate with the wider team to streamline office workflows and enhance the overall client experience Meet and exceed production goals while maintaining a high standard of accuracy and ethical conduct About Us The Atlantic District is a dynamic and growth-driven division of one of the nation's most trusted insurance and financial services organizations. We partner with dedicated professionals to build thriving insurance agencies that deliver exceptional protection and financial confidence to individuals, families, and businesses throughout the Atlantic region. We operate with urgency, purpose, and a commitment to excellence — empowering passionate, impact-oriented leaders to transform their ambitions into sustainable business success. As part of our team, you'll work with seasoned mentors, proven systems, and a supportive community that values integrity, service, and long-term growth.
Benefits
- Paid Time Off (PTO)
- Other Retirement and Savings
- Health Insurance
- Dental Insurance