McAdams Group, LLC · 6 days ago
Life Insurance Agent
McAdams Group, LLC is dedicated to helping clients achieve financial security through expert life insurance guidance. The Life Insurance Advisor plays a vital role in assessing clients' financial needs, recommending suitable solutions, and maintaining strong client relationships.
AdviceAsset ManagementFinancial ServicesRetirementWealth Management
Responsibilities
Assess clients' financial needs and recommend suitable life insurance solutions to protect their future
Build and maintain strong client relationships while educating them on policy benefits, coverage options, and financial security
Guide clients through the application process, ensure policy accuracy, and provide ongoing support for updates and claims
Qualification
Required
2-5 years of experience in the financial services industry, with client-facing responsibilities
Active state health/life insurance and Series 65 or 66 licensure (or willingness to obtain)
Life & Health License
Preferred
Preferably with Tax or Accounting background
Company
McAdams Group, LLC
McAdams Group, LLC has differentiated itself from the competition in numerous ways.
Funding
Current Stage
Early StageRecent News
The Business Journals
2024-12-28
The Business Journals
2024-12-28
Company data provided by crunchbase