Now Hiring - Investment Advisor/Estate Planner in Surprise, AZ

Kramer & Kramer has been in business for over 50 years; we're a small family business. This is why we treat our clients like family and you will build relationships with clients and grow to know and love them.

Our company motto is: "Let our Family, help your Family, When you need us the most!"

Kramer & Kramer is a dual company, we have two businesses under our name, one for Legal Document Preparation and the other for Retirement Services and Investments.

As our sales agent you will be executing financial intake/planning meetings, helping our clients navigate through Retirement Spending and build a suitable portfolio for their retirement needs consisting of trusts, annuities, Long term care and life insurance.

As our Estate Planning firm expresses the need to keep growing we will be hiring several new sales agents for new locations.

Our clientele is showing a huge increase and we need licensed insurance agents that are licensed for Health and Life and have an insurance, annuity, investment advisor or wealth management background.

Two new locations now, three new locations opening this year.

IN PERSON SALES AND JOB ONLY - NO REMOTE AVAILABLE!

*WHO:* Ideal Candidate must be insurance - Life & Health - licensed in order to sell annuity/Insurance products. We will train on our workflow and pitch that has successfully placed up in the top sales agencies in the country; but experience in estate planning, sales, insurance, trusts, wills, probate is very helpful. *WE WILL TRAIN QUAILIFIED SALES AGENTS! *

*Qualifications:*

• Previous experience in insurance, customer service, or other related fields
• Licensed in Arizona for Health and Life insurance sales
• Knowledgeable about various annuity, life insurance and long-term products Knowledgeable about Estate Planning, Probate, Trusts, Wills, asset protection, transfer of wealth
• Current E&O insurance
• Professional appearance and demeanor
• Ability to build rapport with clients & their families
• Strong sales, customer service & negotiation skills
• Excellent written and verbal communication skills
• Ability to prioritize and multitask
• Must love working with families.
• Should be interested in opportunity for growth
• Must be able to connect with clients and their families

*Responsibilities:*

• Run Intake and Discovery appointments to determine Estate Planning Needs
• Run Estate Review appointments
• Present and sell insurance policies such as Annuities, Life Insurance, IUL's and Long-term care to new and existing clients
• Develop and calculate suitable estate plans based on clients' needs & families
• Resolve client inquiries and customer service questions
• Expand business reach through networking techniques
• Comply with insurance standards and regulations
• Monitor accounts for annual review
• Process applications and documents
• Must genuinely want to help take care of our clients and be concerned with their situations and really want to help them transfer their estates in the best manner possible
• Customer Service, follow up appointments and calls
• Knowledgeable about various annuity, life insurance and long-term products
• Knowledgeable about Estate Planning, Probate, Trusts, Wills, asset protection, transfer of wealth
• Professional appearance
• Good at following up with clients so leads don't go cold.

*WE OFFER:* Most appointments are easy sales! Commission sales. Our agents do a high volume of business, have thousands of happy long-term clients, and make a very good income.

*Benefits:*

• We provide tons of high-quality leads
• Our system allows for easy sales
• Appointments set for you
• Receptionist answers your calls
• Office staff to assist you
• Meet clients in our offices, your own private office
• Travel Opportunities
• All office supplies provided
• High commission sales
• High volume of business
• 50 years of Business recognition
• Slow day? Simply call old clients from our huge book of business for new income!

Job Type: Full-time

Pay: $58,559.00 - $300,000.00 per year

Benefits:

• Flexible schedule

Physical setting:

• Office

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Commission pay

Ability to commute/relocate:

• Surprise, AZ 85378: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

• Experience in the financial or insurance sales?

License/Certification:

• Arizona State Life & Health Insurance License (Required)

Work Location: In person