Global Financial, Inc.

Helping You Make Smart Decisions About Your Finances



Licensed Insurance Advisor


Job Requirements:

  • College degree not required.
  • GED / High school diploma or equivalent required.
  • Previous insurance industry experience not required.
  • Required to pass criminal background check and drug test.
  • Life, Accident & Health License required (company will pay* cost).
  • Personal transportation may be required for this position.



  • Personable, organized, and detail-oriented professional.
  • Previous prospecting and sales experience preferred.
  • Strong leadership and communication skills.
  • Excellent time-management skills.
  • Being coachable is necessary.
  • Highly disciplined and self-motivated.
  • Ability to work in a team-based environment.
  • Ability to network and build customer relationships.


Job Functions:

  • Continuously develop your professional skills and knowledge.
  • Develop and implement business and marketing plans.
  • Find potential clients by networking and prospecting.
  • Market and advertise yourself and your expertise.
  • Schedule appointments and meet with clients.
  • Discuss insurance concerns and needs with individuals/businesses.
  • Present potential solutions using our wide array of products & services.
  • Provide ongoing customer service and support to existing clients.
  • Build relationships with clients beyond a transactional basis and towards becoming the trusted insurance advisor.