Insurance Agent
Company Description
McCown Financial Group offers a variety of products to meet insurance and financial needs, including college funding, retirement, extended care costs, and lifetime income strategies. Licensed as an Agent with New York Life Insurance Company, McCown Financial Group also provides investment advisory services through Eagle Strategies LLC and securities through NYLIFE Securities LLC. The company is based in Lynchburg, VA. McCown Financial Group is not owned or operated by New York Life Insurance Company or its affiliates.
Role Description
This is a full-time, hybrid role for an Insurance Agent located in Lynchburg, VA, with some work-from-home flexibility. The Insurance Agent will be responsible for engaging with clients to analyze their insurance and financial needs, recommending appropriate solutions, and selling insurance products. The agent will also provide exceptional customer service, maintain customer records, and stay updated on various insurance options and regulations.
Qualifications
• Insurance Sales, Insurance, and Insurance Brokerage skills
• Finance knowledge and experience
• Strong Customer Service skills
• Excellent interpersonal and communication skills
• Ability to work both independently and as part of a team
• Bachelor's degree in Finance, Business, or related field is a plus
• Relevant certifications and licenses
Financial Services
Sales and Business Development
Full-time