Licensed Insurance Associate

Job Overview:

Licensed Insurance Associate (Business Development Track)

Build Relationships. Drive Growth. Launch Your Career in Financial Services.

As a Financial Services Associate, you'll play a key role in driving business growth by developing professional relationships, identifying client needs, and supporting financial professionals in delivering solutions that help individuals and businesses achieve their goals. Through comprehensive training, mentorship, and hands-on experience, you'll build the foundation for a successful career in business development and financial services.

What You'll Do

• Generate new business opportunities through networking, prospecting, referrals, and relationship-building activities.
• Meet with prospective clients to understand their financial needs and recommend appropriate solutions.
• Deliver presentations to professional organizations, businesses, and prospective clients.
• Attend industry conferences, trade shows, and networking events to expand your professional network.
• Partner with senior financial professionals to develop and strengthen client relationships.
• Gain expertise in financial services, insurance products, and client engagement strategies.
• Maintain accurate records of business development activities and manage an active sales pipeline.
• Follow up on leads and opportunities to support ongoing business growth.

What Makes You a Great Fit?

Successful candidates are often:

• Naturally outgoing and relationship-oriented.
• Motivated by goals, competition, and results.
• Strong communicators who are confident in engaging with new people.
• Interested in sales, business development, and client-facing work.
• Recent graduates seeking a dynamic alternative to a traditional corporate role.
• Eager to build a long-term career in financial services and business development.

Qualifications

Required

• Bachelor's degree.
• Excellent communication and interpersonal skills.
• Willingness to relocate following the training period.
• Ability and willingness to travel regularly.
• Life & Health and/or Property & Casualty insurance licenses, or the ability to obtain them.

Preferred

• Previous sales, business development, customer service, or client-facing experience.
• Experience presenting to groups, organizations, or professional audiences.
• Demonstrated leadership, networking, or community involvement.

Ready to Build Your Future?

If you're energized by meeting people, creating opportunities, and developing meaningful client relationships, we encourage you to apply and begin your career journey in financial services and business development.

We Offer

• Comprehensive training and development program.
• Ongoing mentorship from experienced financial services professionals.
• Clear career progression and advancement opportunities.
• Valuable exposure to business development, sales strategy, and client relationship management.
• Performance-driven environment where initiative, effort, and results are recognized and rewarded.
• Opportunity to develop a professional network and build a rewarding long-term career.
• Generous paid time off and paid holidays.
• Paid parental leave and other leave options.
• Employee referral bonus program.
• Employee recognition programs.
• Employee resource groups.
• Professional growth and development programs.
• Pet insurance, identity theft and fraud protection, legal planning, family planning, and menopause and midlife support.
• 401(k) matching, medical insurance, dental insurance, vision insurance, wellness programs, and employee assistance programs.
• Collaborative and inclusive work environment.