Kestra Financial · 5 months ago
Life Insurance Specialist/Producer - Adcock Financial Group
Tampa, FL
Full-time
Onsite
Entry Level
2+ years expKestra Financial is a family-owned financial services firm that is rapidly expanding and is seeking a licensed individual to join their Estate Planning and life insurance team. The role involves servicing an existing book of business, developing new client relationships, and providing risk management strategies tailored to client needs.
BankingConsultingFinanceFinancial Services
Responsibilities
Cultivate new relationships and a pipeline of prospective clients through networking, prospecting events, referrals, etc
Responsible for conducting insurance reviews for existing relationships on a mature book of over 1K policies
Develop 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 criteria
Work with clients to deliver risk management strategies that fit their risk profiles
Answer client calls and service requests in a timely manner
Complete, submit and follow up on client applications
Identify cross-selling opportunities to other lines of business within the company
Report the progress of monthly/quarterly initiatives to stakeholders
Maintain CRM database with clients and prospect
Create and track personal commission (Excel)
Keep up with continuing education and ever changing industry standards
Qualification
Required
2+ years of relevant industry experience
Current Florida 2-14/15 Life and Variable annuity license
Excellent communication and organizational skills
Knowledge of Microsoft Office applications
Preferred
Estate planning and case design experienced preferred
Bachelor's degree in related field preferred
Benefits
Competitive compensation based on experience and ability to contribute to the firm
Salary + Commission structure
401(k) match with Safe Harbor
Profit Sharing Plan
Paid Time Off
All major holidays off
Employer paid Health, Dental and AD&D Insurance
Group voluntary Vision, Life and Disability Insurance
Company
Kestra Financial
Kestra Financial provides a leading independent advisor platform.
201-500 employees
H1B Sponsorship
Kestra Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (14)
2023 (4)
2022 (3)
2021 (1)
2020 (6)
Funding
Current Stage
Growth StageTotal Funding
unknown2019-02-25Acquired
Leadership Team
Christine Brown
Head of Advanced Planning
Recent News
2025-11-20
Company data provided by crunchbase