Entry-Level Insurance Agent

Job overview

The Entry-Level Insurance Agent role is onsite in Cape Coral, FL. Compensation is listed as $62,000–$82,000 per year. Executive Financial Partners helps families, individuals, and small businesses protect themselves with supplemental health insurance solutions. The agent learns the insurance business through training and mentorship, then meets prospective and existing clients to understand their needs and present coverage options. The role builds a client portfolio and community relationships while using Salesforce CRM to manage leads and client activity.

What you'll do

• Complete hands-on and classroom training
• meet clients to understand needs and offer supplemental health insurance solutions
• build relationships with individuals, families, and local businesses
• use Salesforce CRM to generate leads and manage clients
• respond to inquiries
• schedule client meetings
• visit local businesses and follow up on referrals
• build and maintain a client portfolio.

What we're looking for

Skills & competencies

entry-level insurance agent

cape coral fl

executive financial partners

$62k–$82k

supplemental health insurance

sales

client relationships

salesforce crm

lead generation

training and mentorship

health and life insurance license

entry-level opportunity

Work arrangement

• Weekend coverage required

Benefits & perks

• Training and mentorship
• optional weekly draw
• monthly cash bonuses
• quarterly stock bonuses
• incentive trips
• vested renewal commissions
• performance-based promotions
• schedule flexibility
• ongoing sales and leadership development.

Why this role

No prior sales experience is required. Requires a valid driver’s license and reliable transportation, an active Health and Life Insurance License or willingness to obtain one, and a bachelor’s degree or four or more years of professional experience; certain relevant backgrounds may be considered.

About the employer

Executive Financial Partners LLC is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.