About this role
CG Financial Services - Insurance Sales Specialist at CG Financial Services. Location: Lansing or Charlotte. Role: lead insurance, manage pipeline, collaborate advisors Requirements: Active Life and Health Insurance License; multi-state licensure preferred; 3-5 years insurance sales experience; prior work with financial advisors; knowledge of life, annuities, disability, and long-term care products; CRM experience. Category: Sales Seniority: Mid Level Tools: Salesforce, Redtail, Wealthbox Certifications: life insurance, health insurance, multi-state licensure, series 6, series 7 Commitment: Full Time Workplace: Onsite Languages: English