Life Insurance Specialist/Producer - Adcock Financial Group

Adcock Financial Group of Tampa, FL, a past winner of Small Business of the Year, is seeking a licensed individual to join our Estate Planning and life insurance team. Our ideal candidate will have an understanding of the life insurance, executive benefits and estate planning industry and hold the proper insurance licenses. This is your chance to join a financial services firm that is focused on forming great relationships with clients, providing great service and offering professional solutions. Adcock Financial Group is a family owned financial services firm that is rapidly expanding and requires this position to help service our current and new clients coming onboard.We are looking for a highly professional, energetic, and organized individual with excellent interpersonal communication skills. The candidate must have the ability to multi-task and prioritize in a fast-paced environment. This position will service an existing book of business and will be charged with developing new business.Cultivate new relationships and a pipeline of prospective clients through networking, prospecting events, referrals, etcResponsible for conducting insurance reviews for existing relationships on a mature book of over 1K policiesDevelop campaigns that result in new insurance contracts (life, DI, LTC, executive benefits, etc.) Evaluate business or individual customers' needs and financial status and propose protection plans that meet their criteriaWork with clients to deliver risk management strategies that fit their risk profilesAnswer client calls and service requests in a timely mannerComplete, submit and follow up on client applicationsIdentify cross-selling opportunities to other lines of business within the company Report the progress of monthly/quarterly initiatives to stakeholdersMaintain CRM database with clients and prospectCreate and track personal commission (Excel)Keep up with continuing education and ever changing industry standardsQualifications2+ years of relevant industry experienceCurrent Florida 2-14/15 Life and Variable annuity license Estate planning and case design experienced preferredKnowledge of Microsoft Office applicationsBachelor's degree in related field preferredExcellent communication and organizational skillsThe Skills we are hiring for:Strong customer service skills on the phone and face-to-facePassion for people, developing relationships and building your networkGoal-oriented with a focus on achieving sales successExcellent time management and organizational skillsBenefitsCompetitive compensation based on experience and ability to contribute to the firmSalary + Commission structure 401(k) match with Safe Harbor Profit Sharing PlanPaid Time Off All major holidays offEmployer paid Health, Dental and AD&D Insurance Group voluntary Vision, Life and Disability Insurance