Job description

About Us:

Are you an educator or coach and want to make an impact by providing financial education to individuals and families? Do you want the ability to work part-time flexible hours up to full-time in your own independent business with unlimited income opportunities?

As an Independent Asset Management Agent, you will have the support of an established financial company with a proven business model helping you every step of the way.

To obtain a Financial Securities license you must be sponsored by an approved financial company, we offer Securities licensing sponsorships, training, exams, and cost of licensing reimbursements.

Independent Wealth Advisors of Arizona specializes in comprehensive asset management and life insurance solutions tailored to meet the unique needs of our clients. Our mission is to empower individuals and families to achieve financial security and peace of mind through personalized financial planning and protection strategies.

We are currently seeking Independent Life Insurance Agents to join our dynamic team.

Job Description:

This is a commission-only position with unlimited income potential. As an Independent Life and Asset Management Agent, you will have the opportunity to build and manage your client base and own your book of business while providing expert advice and customized insurance solutions. You will play a key role in helping clients protect their assets, eliminate debt, and plan for the future as they achieve their financial goals.

Key Responsibilities:

• Develop and maintain a strong client base through networking, referrals, and community engagement.

• Attend group events and expos to educate attendees on our services.

• Conduct thorough needs analysis to understand clients’ financial situation and goals and present an action plan that meets the client's needs.

• Recommend appropriate life insurance and asset products.

• Close agreements with prospects, obtain signatures, submit applications, and open financiaI accounts.

• Provide ongoing support and service to clients, including policy reviews and updates.

• Stay current with industry trends, product knowledge, and regulatory requirements.

• Participate in training and professional development opportunities.

Qualifications:

• Licensed Life Insurance Agent or willing to obtain license within 90-days.

• FINRA Securities Industry Essentials (SIE), Series, 6 and 63 within the first 12- months.

• Basic understanding of insurance products, financial planning, and investment strategies.

• Excellent communication and interpersonal skills.

• Self-motivated with a strong entrepreneurial spirit.

• Ability to build and maintain client relationships.

• Valid insurance license in the state of Arizona.

• A laptop and cell phone is essential.

• Must be familiar with basic technology such as websites, forms, text messaging, and email.

What We Offer:

• Competitive commission structure with unlimited earning potential.

• Flexible work schedule and the ability to work remotely.

• Access to a wide range of insurance and financial products.

• P&C, Legal, and other referral options to expand your income streams.

• Comprehensive training and support, opportunities for professional growth and advancement, and a collaborative and supportive team environment.

• Access to physical office space for in-person client meetings.

• Technology to support your business including CRM, easy quoting tools, intuitive financial needs and solutions models, and media kids

• An industry-leading, world-class prospecting tool to capture inbound leads, outbound reach to prospects, and automated follow-up campaigns. Reach customers where they are with easy text messaging automation.

How to Apply:

If you have a drive and a passion for helping others achieve financial security, and already have or are willing to obtain a Life, Series 6, and Series 63 licenses, we want to hear from you!

Typically responds within 1 business day.

Independent Wealth Advisors of Arizona is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Expected hours: 10 – 40 per week

Benefits:

• Employee discount

• Flexible schedule

• Professional development assistance

• Referral program

Schedule:

• 4 hour shift

• Choose your own hours

Experience:

• Microsoft Excel: 1 year (Preferred)