Life and Retirement Specialist

Bitterroot Insurance and Financial Services  •  Missoula, MT

Less than 5 years experience  •  Business Services

Posted on 09/21/17 by Benjamin Workman
Bitterroot Insurance and Financial Services
Missoula, MT
Less than 5 years experience
Business Services
Posted on 09/21/17 Benjamin Workman

We're searching out a candidate that has a established sales track document selling lifestyles insurance, annuities, and in all likelihood investments. Securities licenses are not required, but having at the least a sequence 6 and sixty three could best help you, and they might be a bonus for your income. You may help new and current customers with their investments, IRAs, 401(okay) rollovers. You'll also discuss with customers and potentialities approximately their existence coverage wishes, follow-up with the ones customers/potentialities, make income, and obtain referrals.


  • Must have salesexperience in life and annuities, fixed and/or variable. (Securities license not required)
  • Must have current life licensing, or the ability to obtain renewal for an expired license.


  • Full-time effort expected in producing life and annuities, fixed and/or variable.
  • Will be cross-selling to property and casualty customers of 3 agent-owned locations in Western Montana.
  • Marketing and marketing expenses will be paid to bring in outside customers.


  • Private office space within the agency plus administrative support will be provided.
  • May choose to work out of the Hamilton (preferred), Missoula, Great Falls or Butte locations.
  • Possibility for telecommuting for the right candidate.


  • Compensation is based on experience and results and includes extremely high commission percentages as a large part of the expected income.
  • Benefits to be covered in the interview.

Job Type: Full-time


  • Life insurance: 2years

Required license or certification:

  • Life Insurance and Annuities License

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