Bluestone Life Inc. · 9 hours ago
Life Insurance Agent
Greater Philadelphia
Full-time
Hybrid
Senior Level, Lead/Staff
10+ years expBluestone Life Inc. is committed to leveraging life insurance to protect families and communities while driving positive social and environmental outcomes. They are seeking an experienced insurance agent to help customers align their planning with their values and build lasting relationships that strengthen the company's mission.
FinanceFinancial ServicesInsuranceLife Insurance
Hiring Manager
Kyra Kaszynski
Responsibilities
Driving mission-aligned sales as a trusted advisor who thrives on an educational approach and a desire to improve the lives of our customers
Translate insurance products into clear, purpose-driven benefits
Manage inbound leads and proactively cultivate new relationships and sales
Contribute to continuous improvement in sales processes for exceptional client experience
Be a Bluestone ambassador to our remarkable nonprofit partners and fellow mission driven organizations
Qualification
Required
Exceptional communication (including deep listening) skills with a gift for building lasting relationships and inspiring trust
Passionate about utilizing business and the unique power of insurance to drive positive social and environmental outcomes
Highly self-motivated and independent while thriving in a team environment that collaborates to advance the mission
Experience working with closely held business owners and comfortable collaborating with fee-only wealth managers and CPAs
Quickly return correspondence, analyze needs and effectively deliver solutions, managing activity with a sense of urgency and attention to detail
Life & health insurance license with 10+ years of successful life insurance sales experience and diverse planning expertise
Preferred
CLU, ChFC, CPWA, or CFP designations preferred
Benefits
Unlimited incentive pay
Incentive Stock Options
Benefits
Company
Bluestone Life Inc.
There are moments in our lives that change us profoundly and transform us.
2-10 employees
Funding
Current Stage
Early StageTotal Funding
$0.4M2015-08-27Seed· $0.4M
Leadership Team
Nathan Irons
Founder & CEO
Company data provided by crunchbase