Guerra Financial Group Life Insurance Agent Miami, FL · Full time

Guerra Financial Group is looking for a full-time Life and Annuity Specialist to join our Wealth Management team. This specialist will play a critical role in managing and facilitating the life insurance and annuity processes, ensuring a smooth and efficient experience for our clients.

Description

Join and grow with a reputable family owned and run Financial Advisory Firm. This is an exciting opportunity for an organized, self-motivated individual with excellent interpersonal skills seeking to join an A-team.


Requirements/Skills: 

  • 2-15 Life, Health and Variable Annuity License (or willing to obtain upon hire)
  • Financial industry experience (preferred)
  • Experience with MS Office Suite and the ability to learn new software quickly
  • Exceptional organizational skills 
  • Strong phone presence 
  • Excellent communication both written and verbal (English and Spanish preferred)
  • Attention to detail and accuracy
  • Proactive management style and consistent follow-through
  • Ability and willingness to learn the following concepts:
  • Retirement Income Planning 
  • Investment Planning 
  • Tax Planning 
  • Estate Planning 
  • Healthcare Planning 


Responsibilities/Tasks: 

  • Prepare annuity and life insurance applications
  • Sign all applications with clients
  • Conduct weekly update calls to each client in the application process
  • Complete the annuity process for new applications, including suitability assessments, replacements, fundings, and deliveries
  • Complete the life insurance process for new applications, including health approvals, funding, generating illustrations, and managing inforce policies
  • Coordinating and scheduling advisors client meetings
  • Maintain professional communication with clients and staff 
  • Other tasks as assigned


Benefits:

  • Growth with and within Guerra
  • Sponsored industry relevant licenses
  • Paid time off: 12 - 20 days per year
  • 401K or Roth matching plan
  • Health Insurance stipend
  • Industry travel and in-person training
  • Access to personal financial planning


Who is Guerra Financial Group?

Guerra Financial Group is a family owned and run financial advisory firm located in Miami, FL. With 30+ team members we manage over $800 million for over 2,500 clients across the country. As fiduciary advisors, we create customized financial strategies that transform family legacies through retirement planning, insurance and asset protection planning, personal finance coaching, estate planning, tax preparation and planning.

Website: https://guerrafinancial.com/

Salary

$50,000 - $70,000 per year