Hybrid Insurance Agent

PASSIONATE ABOUT HELPING OTHERS? BRING YOUR ENERGY AND DRIVE TO OUR TEAM!

About Us:

At The Family Security Plan®, we believe in investing in our people. We foster a fun, inclusive culture that values growth, celebrates diverse perspectives, and recognizes exceptional work. With over 50 years of experience, we’re on a mission to improve financial wellness in underserved communities through affordable insurance solutions. Our credit union partnerships generate warm leads and open doors — but we’re also looking for self-starters who are excited to build new ones.

Your Role: Business Development Insurance Agent

As a Business Development Insurance Agent, you'll be on the front lines of growth — forging relationships, generating referrals, and opening new business opportunities. This is more than a sales role — it’s about making a lasting difference in people’s lives and in your career.

We're Looking for Someone Who Is...

• High-energy and enthusiastic — you bring positivity and momentum to everything you do

• Bright, engaging, and personable — you thrive in conversations and make lasting impressions

•  Independent and self-starting — you take initiative and don’t wait to be told what to do

• Relationship-driven — you build trust easily and enjoy connecting with others

•  Opportunity-minded — you can uncover new leads and are not afraid to knock on new doors

What’s In It for You?

• A field sales role with the potential for remote workdays to support a better work-life balance!

• Competitive base salary of $65,000 + uncapped commission

• Incentives, bonuses, profit share

• Paid holidays and PTO

• Paid training

• Exotic award trips

• Excellent benefits

Key Responsibilities

• Maintain a valid insurance license and complete CE as needed

• Meet with credit union members to provide insurance guidance

• Drive referrals and build a personal pipeline

• Secure at least one new SEG/business opportunity per month

• Develop and maintain key relationships with branch and worksite contacts

• Assess client needs to deliver customized insurance solutions

• Close sales efficiently and ensure accurate documentation

• Attend sales meetings and submit activity reports on time

• Uphold PFP Core Values: Caring, Drive, Resilience, Integrity, Passion

What You Bring

• Proven success in sales

• Insurance experience or licensing preferred

• Stellar communication and interpersonal skills

• Excellent time management and organization

• Tech-savvy and coachable

• Ability to work independently and travel to worksites

• Strong ethical standards and compliance mindset

• A positive, professional, and proactive attitude

Ready to Make a Difference?

If you're driven, motivated, and excited to help others while building your career, we want to hear from you.
Apply today and bring your energy to The Family Security Plan®!