Wizehire · 3 days ago
Entry-Level Insurance Sales Agent
Providence, RI
Full-time
Onsite
New Grad, Entry LevelWizehire is dedicated to providing financial security and peace of mind through insurance and investment solutions. They are seeking a driven self-starter to join their team as an Entry-Level Insurance Sales Agent, responsible for creating customized financial plans and building relationships with clients to help them achieve their financial goals.
Human ResourcesInternetRecruiting
Responsibilities
Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs
Participate in educational meetings or seminars relevant to client risk tolerant and financial objectives for research prior to offering sound financial advice
Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor
Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM
Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services
Qualification
Required
Must have the ability to successfully network and prospect for new clients
Must possess uncompromising integrity and the ability to communicate complex ideas
Must have effective relationship management skills
Must be able to be in the office daily
Company
Wizehire
WizeHire, the most user-friendly, effective hiring solution for small businesses.
Founded in 2014
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$37.5MKey Investors
Tiger Global Management
2022-05-10Series B· $30M
2021-02-09Series A· $7.5M
Leadership Team
Sid Upadhyay
Co-founder & CEO
Nick Carneiro
Chief Technology Officer
Recent News
Small Business Trends
2025-06-09
Small Business Trends
2025-06-07
Company data provided by crunchbase