Company Description At Legacy Insurance & Financial Services, we are dedicated to protecting clients’ legacies by offering tailored solutions for their health, life insurance, Social Security planning, Medicare, and estate protection needs. With a mission to bring stability and security to those nearing or in retirement, we passionately help clients of all ages find the best policies to fit their unique needs. Our organization prides itself on providing exceptional systems, coaching, and mentorship to empower insurance professionals and financial advisors to achieve success within the industry. Role Description We are seeking a passionate and dedicated Insurance Agent to join our team in a full‑time, on‑site capacity at our West Jordan, UT location. In this role, you will assist clients by identifying and offering tailored insurance solutions, including health, life, and Medicare policies, as well as financial services. Responsibilities include developing and managing client relationships, providing exceptional customer service, explaining policy details, and working closely with clients to ensure they achieve their financial and insurance goals. Qualifications Possess strong skills and expertise in Insurance Sales, Insurance, and Insurance Brokerage Experience or knowledge in Finance and financial planning Strong aptitude for Customer Service, with the ability to build and maintain client relationships Effective communication and interpersonal skills Self‑motivated with a strong work ethic and ability to work independently Relevant licenses and certifications in insurance and financial services are a plus Prior experience in the insurance or financial services industry preferred Seniority level Entry level Employment type Full‑time Job function Sales and Business Development Industries: Insurance #J-18808-Ljbffr Legacy Insurance & Financial Services
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