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Open positions.
If you’re eager to go beyond the basics, make a meaningful impact, and advance your career, this is the place for you! Explore our current openings, and if you find a role that aligns with your aspirations, we encourage you to apply! We look forward to connecting with you!
Associate Financial Advisor
Reports To
Financial Advisor/Financial Analyst
Job Summary
The primary function of this position is to provide technical and client service support for the Financial Advisor.
Primary Responsibilities and Duties
New Business
- Provide support for new accounts by gathering data, preparing meeting materials, managing meeting notes and action items, and completing applications.
- Participate in client meetings and prepare detailed notes outlining facts, goals, items discussed, action items and implementation. Enter notes in Client Relation Manager (CRM) database and send notes to client to summarize meeting.
- Communicates with new client during account implementation regarding account set up missing information, transfer of assets and approval.
Retention
- Participate in client meetings and provide support for client reviews by gathering data, preparing meeting materials, and managing meeting notes and action items.
- Prepare detailed notes outlining facts, goals, items discussed and action items. Enter notes in Client Relation Manager (CRM) database and send notes to client to summarize meeting.
- Prepare updates, quarterly investment reviews and annual reviews by summarizing investment performance, account values and benchmark comparisons.
- Maintain orderly electronic files and information, following industry standards.
- Manage and maintain CRM database.
Personal and Organizational Development
- Sets priorities and manages workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities.
- Keeps informed regarding industry information, new product information, coverages, and technology to continuously improve knowledge and stay current.
- Set goals and adjust as needed.
- Ability to make effective decisions using impeccable ethical judgment.
- Detail oriented, accurate, organized, self-motivated, task-oriented and able to set priorities.
- Must be able to pass background check and maintain fingerprinted, non-registered status through Lincoln Financial Securities.
- Perform other miscellaneous duties as assigned by agency management.
Knowledge, Skills, and Abilities
- Bachelor’s degree in Finance, Accounting or Business preferred but not required.
- Ability to communicate orally and in writing with others to explain complex issues, receive and interpret complex information, and respond appropriately.
- Basic knowledge of products and usages.
- Basic knowledge of markets and reference to markets.
- Ability to work in a team environment with a positive attitude and willingness to help others.
- Ability to self-manage and carry out complex tasks with concrete and abstract variables.
- Highly proficient technical skills and ability to utilize computer programs including Excel, Word and other proprietary software.
Working Conditions
- Fast-paced environment with significant telephone and personal disruption.
- Large number of multiple steps in complex system performed with accuracy and speed is essential to the successful completion of tasks.
- This job description is intended to describe the level of work requirements normal to the position. Principal duties outlined are the essential responsibilities and duties and other duties may be assigned as needs arise or as required to support principal duties.
- This description is not intended as a contract and is subject to change and revision as needs arise. Any written contractual agreements will supersede this job description.
Salary Range
- $35,000-$50,000
Group Insurance Broker
About Landmark Insurance & Financial Group
For over 40 years, Landmark Insurance & Financial Group has been a trusted partner for individuals and businesses in the Mid-Atlantic region. As an independent agency, we pride ourselves on offering personalized solutions by leveraging a diverse portfolio of carriers. We’re not just about policies—we’re about people. Our team is dedicated to innovation, customer service, and building lasting relationships. In fact, our moto is “Large enough to serve you, small enough to care.”
Now, we’re looking for a driven Group Insurance Broker to join our growing team. If you’re passionate about helping businesses and employees find the right benefits while working in a supportive and flexible environment, we’d love to meet you!
What You’ll Do
- Consult with businesses to assess their group insurance needs and provide tailored solutions;
- Guide clients through policy options, ensuring they receive the best coverage at competitive rates;
- Build and maintain strong relationships with clients, carriers, and industry partners;
- Stay informed on industry trends and regulatory changes to offer expert advice;
- Provide exceptional customer service, assisting clients with renewals, claims, and inquiries; and
- Work independently and collaboratively to drive new business and retain existing clients.
What We’re Looking For
- Licensed Professional: Active Life & Health License (required).
- Industry Experience: Prior experience in group insurance, employee benefits, or a related field.
- Strong Communicator: Excellent verbal and written communication skills with a knack for building trust.
- Detail-Oriented & Organized: Ability to manage multiple clients and policies effectively.
- Proactive & Self-Motivated: Comfortable working both independently and within a team.
- Networking Professional: Strong ability to develop and nurture professional relationships.
Why Join Us?
✅ Hybrid Flexibility: Enjoy the freedom to work from home while staying connected with our local team.
✅ Growth & Support: We invest in our employees through training, mentorship, and career development.
✅ Innovative & Client-Focused: Be part of a forward-thinking agency that prioritizes solutions over sales.
✅ Stability & Reputation: Work with a company that has built trust in the community for over four decades.
If you’re ready to take your insurance career to the next level and make a meaningful impact, we’d love to hear from you!
Apply today and become part of the Landmark team.
Apply Now
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