Job Details

About UsThe Fine Agency is an insurance brokerage focused on helping clients evaluate coverage options and make informed financial decisions. Our team uses structured training, established systems, and qualified lead opportunities so advisors can focus on guiding clients and providing excellent service.ResponsibilitiesLearn company products, systems, and sales processesFollow up with prospective clients who have requested informationConduct client consultations via phone and ZoomExplain available coverage options and answer questionsMaintain communication between internal teams and clientsDocument activity and maintain records within CRM systemsParticipate in weekly team meetings and trainingMaintain licensing and compliance requirementsQualificationsSales or customer service experience preferredStrong communication and relationship-building skillsComfortable using virtual meeting platforms and CRM softwareAbility to stay organized and manage multiple client conversationsWillingness to work flexible hours when neededAbility to pass a background check and complete licensing requirementsLife & Health license (or willingness to obtain with support)BenefitsFlexible scheduling optionsOngoing training and professional developmentMonthly performance-based incentivesDiscounted health and life insurance optionsRecognition programs and team eventsApply today to learn more about opportunities with The Fine Agency.