Are you a driven leader with sharp business acumen, ready to embrace exciting new challenges? We’re looking for dynamic individuals to join our team as Associates, where you’ll play a pivotal role in delivering exceptional insurance and financial services to clients. Partner with experienced brokers to master our innovative systems, diverse product offerings, and client relationship strategies. This is your chance to embark on a rewarding career in the financial services industry, with endless potential for growth in a supportive and collaborative environment. We’re seeking a charismatic and outgoing professional with outstanding communication and sales skills, coupled with a natural passion for building meaningful connections. If this sounds like you, don’t wait—join us today and take the first step toward an exciting future! Responsibilities: • Proactively develop leads of potential clients through referrals, strategic networking, and innovative marketing approaches. • Establish and nurture lasting client connections by delivering exceptional communication and personalized customer service. • Assess clients’ financial situations and insurance needs to recommend customized solutions that align with their goals. • Guide clients through application processes, conduct comprehensive policy reviews, and ensure all documentation is accurate and complete. • Perform needs assessments to identify personalized solutions for clients. • Provide consistent follow-up to ensure client satisfaction, address concerns, and maintain long-term trust and loyalty. Qualifications: • Customer service or experience as a sales representative are highly valued • Proficiency in using basic computer skills and software such as Zoom, Microsoft PowerPoint, and various Internet browsers is required. • Must possess or be willing to obtain an Insurance Agent License. • Candidates must have US Work Authorization. • Demonstrated track record of achieving and exceeding personal goals is a must. • Excellent written and verbal communication skills are essential. Compensation: $30,000 - $300,000 commision yearly

• Proactively develop leads of potential clients through referrals, strategic networking, and innovative marketing approaches. • Establish and nurture lasting client connections by delivering exceptional communication and personalized customer service. • Assess clients’ financial situations and insurance needs to recommend customized solutions that align with their goals. • Guide clients through application processes, conduct comprehensive policy reviews, and ensure all documentation is accurate and complete. • Perform needs assessments to identify personalized solutions for clients. • Provide consistent follow-up to ensure client satisfaction, address concerns, and maintain long-term trust and loyalty.