Legacy Partners Group
Estate Planning & Financial Sales Representative
Legacy Partners Group, Madison, Wisconsin, us, 53774
Join to apply for the
Financial Services Insurance Agent
role at
Legacy Partners Group .
Are you looking to expand your career and to be part of a successful team? If you enjoy working closely with clients, developing long‑term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! Legacy Partners Group, located in
Madison, WI
is seeking to add an Insurance Sales Agent to our team!
The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities, while providing superior client service; always putting the clients first. Initial duties include working alongside the Advisor, servicing existing clients, and client relationship building.
Education/Experience:
Associate's Degree
1+ years’ experience working in a fast‑paced, sales‑driven environment
Experience in insurance, financial services, estate planning is a plus
Experience with Redtail and Wealth Box CRM is a plus
Annuity sales experience is a plus
Must be able to obtain a Life Insurance License and Notary Public Stamp
Skills/Knowledge:
Knowledge about programs and able to effectively answer prospect questions
Excellent verbal and written communication skills
Self‑motivated
Excellent organizational skills
Demonstrated confidence and skill in public speaking
Responsibilities:
Develop new business and nurture existing client relationships
Assess clients' financial needs and recommend appropriate insurance solutions
Present and explain insurance policies and options
Maintain accurate records and workflow using Wealth Box CRM
Collaborate with our financial planning team to deliver integrated solutions
Stay current on insurance regulations, products, and industry trends
Compensation is 100% commission‑based, with earning potential up to $100K in the first year
Hours:
Monday – Friday (hours will vary – 40 hour work week)
Attendance to a few client seminars a month (6pm‑8pm)
Seniority level Associate
Employment type Contract
Job function Financial Services and Insurance
#J-18808-Ljbffr
Financial Services Insurance Agent
role at
Legacy Partners Group .
Are you looking to expand your career and to be part of a successful team? If you enjoy working closely with clients, developing long‑term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! Legacy Partners Group, located in
Madison, WI
is seeking to add an Insurance Sales Agent to our team!
The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities, while providing superior client service; always putting the clients first. Initial duties include working alongside the Advisor, servicing existing clients, and client relationship building.
Education/Experience:
Associate's Degree
1+ years’ experience working in a fast‑paced, sales‑driven environment
Experience in insurance, financial services, estate planning is a plus
Experience with Redtail and Wealth Box CRM is a plus
Annuity sales experience is a plus
Must be able to obtain a Life Insurance License and Notary Public Stamp
Skills/Knowledge:
Knowledge about programs and able to effectively answer prospect questions
Excellent verbal and written communication skills
Self‑motivated
Excellent organizational skills
Demonstrated confidence and skill in public speaking
Responsibilities:
Develop new business and nurture existing client relationships
Assess clients' financial needs and recommend appropriate insurance solutions
Present and explain insurance policies and options
Maintain accurate records and workflow using Wealth Box CRM
Collaborate with our financial planning team to deliver integrated solutions
Stay current on insurance regulations, products, and industry trends
Compensation is 100% commission‑based, with earning potential up to $100K in the first year
Hours:
Monday – Friday (hours will vary – 40 hour work week)
Attendance to a few client seminars a month (6pm‑8pm)
Seniority level Associate
Employment type Contract
Job function Financial Services and Insurance
#J-18808-Ljbffr