PRT Financial
Join PRT Financial and become a part of our team of professionals in the financial sector. We are looking for a motivated and passionate individual to fill the role of Financial Analyst in the Triangle. The successful candidate will use their expertise in financial analysis and strategy to help guide our business decisions. This position is ideal for someone looking to make $82,000 - $110,000 in commission-based pay, an opportunity to make a positive impact in a growing company, and the chance to develop their career in the financial sector.
Responsibilities
Develop and maintain relationships with clients to meet their life insurance needs Counsel clients on various insurance policies and advise on the best options Prepare insurance applications, review paperwork, and submit to providers Monitor insurance policies and communicate information to clients
Negotiate and transition insurance policies between clients and providers
Qualifications
Qualifications
Coachable
Life insurance license or willing to get within 2 weeks Personal vehicle for travel
Previous customer service experience
Compensation $82,000-$110,000
About PRT Financial
PRT Financial is an independent marketing organization (IMO) in the financial services industry; specifically in the insurance marketplace. We serve clients by acting as their independent advisor and broker for products in life insurance, health insurance, retirement, annuities, medicare, senior benefits, and more. PRT Financial is remaking the industry for agents by agents. Each agent owns their book of business. We would love for you to join us!
Our approach is simple. We believe in our people, we provide them a platform, we train them how to be amazing, mentor them into maturity, and cheer them on the way to becoming our partners. We want partners, not employees.