Job Description
ABOUT US
RS FINANCIAL SERVICES is a family owned and operated agency specializing in insurance and financial services. We are confident, professional, and resourceful. We provide excellent and unsurpassed customer service to the community. Our agents are top-notch; highly skilled and heavily compensated. Together, we offer ethical and competent insurance and financial advice helping the community gain access to limited programs and services.
OUR WORK ENVIRONMENT INCLUDES
Flexible working hours
Growth opportunities
Positive work environment
On-the-job training
Led by managing partners, Robin Carter and Sonia Diaz-Carter, we help to financially educate, equip, & empower our clients to reach their financial goals and build generational wealth. Leverage our connections to key industry players, insurance carriers , the community, and local business. Were here to empower you.
OUR SERVICES
Insurance (Health + Life), Legal shield, Financial Services, Small Business Consultations
Health Insurance
Medicare, ACA (Obamacare)
Short-Term Medical
Dental and Vision
Supplemental Insurance
Life Insurance
Final Expense
Term Insurance
Whole Life
Your Family Bank
Legal Insurance (Legal Shield)
Small Business Protection
Real Estate Planning
Contracts and Agreements
Court Procedures
Financial Services
Tax Preparation
Financial Literacy
Notary
Small Business Consulting
Business Tax Preparation
Financial Consulting
AWARDS & RECOGNITION
Member of North Lauderdale Chamber of Commerce
Messer Top Producers 2018 to Present
OUR TEAM
Robin Carter, CEO and Managing Partner
Sonia Diaz, VP and Managing Partner
Compliance Officer (Open)
Prolytics Marketing
Marlene Micou, Agent Trainer
Office Administrator (Open)
JOB DESCRIPTION
We"re looking for entrepreneurial minded agents who can take initiative to manage their own office and take care of their own clients. You will be responsible for generating leads, making appointments, providing high quality service and being a strong representative of our brand. This position requires personal interaction with clients, and we want someone who is capable of establishing long-term relationships.
RS Financial Services has been in operation since 2014, with consistent and rising growth over time. We want to be the best insurance agency for brokers which is why we invest in our agents. Join our team of highly skilled, heavily compensated insurance agents.
QUALIFICATIONS AND REQUIREMENTS
To work as an insurance agent, you must have at least a high school diploma.
Agents must be licensed by their respective states.
Before taking the license test, each state mandates that applicants complete pre-licensing hours. Furthermore, agents must meet these standards for each type of insurance you wish to offer.
Maintaining an insurance license requires agents to continue education.
Principal function is to sell insurance policies. Good sales abilities will help fulfill sales targets and expand customer base.
Excellent written and verbal communication abilities. You will need to build connections with consumers, educate them, and contact them on a regular basis.
Requires basic mathematical skills to calculate premiums and deductibles. Ability to swiftly add, subtract, divide, and multiply percentages.
Agents must also employ their negotiating abilities to persuade clients to select a policy that benefits both the client and the insurance business. In order to successfully maintain and manage customers" policies and personal information, agents must have great organizational skills.
DUTIES AND RESPONSIBILITIES
Promote the insurance agency to customers who need insurance
Network with potential customers
Educate customers on each type of insurance coverage and make recommendations based on their needs
Evaluate current insurance policies and recommend additional coverage when needed
Maintain all insurance documents in a confidential way
Balancing Administrative/Operational Work With Sales
Finding New Leads
Getting Renewals
Managing Changes in Customer Expectations
Keeping Up With Technology
Agents are required to travel, attend meetings, join the local chamber of commerce, attend health fairs or events
Other duties may include networking, business development, and presentations.
VIST US ATApply with Get.It
Employment Type: Contractor
Job Tags
Contract work, Temporary work, For contractors, Work at office, Local area, Flexible hours,