Duties/Responsibilities:
· Meet with existing business and individual clients to review existing plans and policies, and to advise on additional financial services products with the existing clientele, when appropriate.
· Prospect businesses and individuals to advise on additional plans and policies.
· Assesses clients’ financial objectives and develop plans to meet those objectives.
· Maintain knowledge of new and emerging insurance, investment trends and opportunities.
· Build additional skills and knowledge in the industry including obtaining additional licenses and certifications as appropriate. Fees will be paid by Employer.
· Perform other related duties as requested.
· Maintain appropriate licenses and continuing education credits as required. Fees will be paid by Employer.
Required Skills/Abilities:
· Excellent verbal and written communication skills.
· Excellent interpersonal and customer service skills.
· Knowledge of retirement plans, individual life insurance, and annuity products.
· Excellent organizational skills and attention to detail.
· Strong analytical and problem-solving skills.
· Proficient with Microsoft Office Suite.
Education and Experience:
· Bachelor’s degree in business or related field preferred, but not required.
· Two years of related experience preferred, but not required.
· Life Insurance license preferred, but not required; or obtained to maintain position.
· Securities Licenses- Series 6, 63, and 65 preferred, but not required; or obtained to maintain position.
This position is an in-office position.
Salary/Benefits
o Pay range dependent on skill, experience, and contribution level
o Competitive Insurance Package
o Health Insurance
o Flexible Spending Account
o Life Insurance
o Disability Insurance
o Voluntary Dental Insurance
o Voluntary Vision Insurance
o Paid Time Off
o Major Holidays Off
ValMark Disclaimer; Securities Offered Through ValMark Securities, Inc., Member FINRA, SIPC
Investment Advisory Services Offered Through ValMark Advisers, Inc. a SEC Registered Investment Advisor 130 Springside Drive, Suite 300 Akron, OH 44333 – 2431
Schwendeman Agency, Inc. is a separate entity from ValMark Securities, Inc. and ValMark Advisers, Inc.
Schwendeman Agency, Inc. 109 Putnam Street, Marietta, OH 45750 and 2100 Dudley Avenue, Parkersburg, WV 26101
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Retirement plan
- Vision insurance
Weekly schedule:
Work setting:
Education:
Experience:
- Insurance sales: 2 years (Preferred)
License/Certification:
- Life & Health Insurance License (Required)
Ability to Commute:
- Marietta, OH 45750 (Required)
Work Location: In person