Insurance Broker

Company Description

At Roman Financial Group, we specialize in providing personalized life and Medicare insurance solutions to individuals and families. Our mission is to simplify the insurance process and offer expert guidance to help our clients secure the best coverage for their unique needs. With a focus on trust, transparency, and long-term relationships, we are committed to protecting what matters most at every stage of life.

Role Description

This is a full-time remote role for an Insurance Broker. The Insurance Broker will be responsible for assisting clients in selecting appropriate insurance policies, providing expert advice on life and Medicare insurance, and maintaining strong, long-term relationships with clients. Duties include researching insurance options, generating quotes, processing insurance applications, and providing exceptional customer service. The role also involves financial planning and retirement planning services.

Qualifications

• Expertise in Insurance Brokerage, Insurance, and Finance
• Strong Customer Service skills and aptitude
• Knowledge and experience in Retirement Planning
• Excellent communication and interpersonal skills
• Ability to work independently and remotely
• Relevant certifications or licenses in insurance brokerage
• Bachelor's degree in Finance, Business, or related field