Academy Financial, Inc.

Compensation

Full Description

Senior Insurance Specialist – Financial Services Academy Financial, Inc. Senior Insurance Specialist – Financial Services Critical position for an experienced insurance professional responsible for adding value to all Financial Advisors and practices by displaying ownership in the development, management, and oversight of insurance related business. Manage and support insurance tasks and activities across multiple carriers and platforms. Focus on delivering superior client service to advisors, practices, and clients. Must have experience in the following insurance products; term life, whole life, fixed and variable universal life, disability, long-term care, and fixed annuities. Experience in medical, vision, dental, property & casualty, group, or auto is not relevant. About Us Academy Financial, Inc. is a 60+ member financial planning firm headquartered in Lutherville, Maryland with additional office locations in Maryland, Pennsylvania, Virginia, and Connecticut. Academy has recently experienced significant growth and change. LPL Financial serves as our Broker Dealer. Academy Financial, Inc. is focused on the complex financial needs of business owners, executives, retirees, and affluent individuals. We are committed to providing exceptional service to our clients and offering comprehensive financial plans, wealth management services, estate planning strategies, business succession strategies, retirement, insurance solutions, and investment planning. What We Offer At Academy Financial Inc., we believe in rewarding our team for their hard work and accomplishments. We offer competitive salaries, incentive-based bonus plans, health care, and 401(k) benefits. We strive to promote from within, so effort and excellence can be rewarded with future opportunity and growth. How We Work Our team is key to our success. Our core objective is to provide our team with a supportive and entrepreneurial work environment that fosters independent thinking and initiative while working in a collaborative environment with other team members. All work is focused on ultimately delivering an excellent experience for all clients! Who We Are Looking For • Someone that values integrity and hard work and will always put a client’s needs first, last, and always • Confidence to challenge established practices, suggest and implement innovative solutions to the problems • Self-motivation and self-discipline are essential elements of success • Accuracy and attention to detail are imperative elements associated with this role • Results-driven and focused individual who takes ownership of responsibilities and outcomes • Client first focus and dedication • Planning and organizational skills to include effective prioritization and resource management while balancing a multitude of projects, from multiple financial planners, with varying deadlines • Balance short term immediate client requirements with long term strategic focus • Strong interpersonal and communication skills, being pleasantly persistent to follow up and follow through • Ability to work independently overseeing a multitude of projects and tasks, prioritizing work, ensuring completion, meeting deadlines, and delivery of top-notch service • Maintain a professional and service first attitude through busy and stressful periods Main Responsibilities • The Senior Insurance Specialist will be the key resource and subject matter expert for all things insurance relating to individual life, long term care, disability, and fixed annuities • Provide illustrations, new and in-force • Conduct research and gather quotes that meet the requirements of the client • Develop, maintain, and provide the advisor with client presentation materials to facilitate business • Preparation and submission of applications; the supporting and assisting in underwriting and policy placement • Working directly with clients during application process, underwriting, and placement of policies via phone, email, and eSignature • Handle policy service and maintenance requests • Provide assistance for activities like term conversion, viatical settlement, death settlements, and more Required Skills & Experiences • College degree preferred • 3+ years insurance product and experience required. • Specifically, experience in term life, whole life, fixed and variable universal life, disability, long-term care, and fixed annuities with the ability to deliver the responsibilities listed above. • Strong client service skills • Best-In-Class follow up skills • Strong organizational and collaborative skills • Strong ability to communicate clearly, concisely, and professionally internally and externally • Proficient with Microsoft Office suite: Outlook, Word, Excel, PowerPoint, and Teams • Experience or ability to learn RedTail CRM & Client Data Base, Adobe products, and required general agency systems • Desire to learn, grow, and contribute to the success of our clients, practices, and the firm Options to Apply Apply directly through current Job Board Submit a cover letter, resume, and salary requirements to: o Stephen.McNear@academyfinancialinc.com o Or mail to: Academy Financial, Inc. 1447 York Road, Suite #801 Lutherville, MD 21093 Additional Benefits • Competitive Salary • Bonus Opportunity • Medical, Dental, and Vision benefits with Employer contribution • 401k with Company match • Basic Life & Disability Insurance company paid Equal Opportunity Employer