The Accel Group is one of the largest independent and privately held insurance agencies in the Midwest, with over 120 employees across eight locations and four states.  We have a strong history of over 90 years in business, and we pride ourselves on providing customized solutions to both individuals and businesses.  Our dedicated team offers a professional approach and personal touch to meet each customer’s unique needs.  Products and services include Personal Insurance, Business Insurance, Claims & Risk Management, Employee Benefits, AgriBusiness Insurance, and Wealth Management Services.

Position Summary

Responsible for the comprehensive sale and service of qualified retirement planning products and services to business clients. Expected to prospect for new business while maintaining existing business throughout the year.

Minimum Qualifications

Bachelor's degree in finance, personal wealth management, financial planning, or another related field, or an equivalent amount of relevant experience.

Securities licenses as appropriate to the position (i.e. Series 65, or Series 7 and 66).

Previous experience in qualified retirement planning preferred, but not required.

Knowledge of qualified retirement planning products and services.

A valid driver’s license and the ability to drive a vehicle to meet with existing and prospective clients.

Excellent customer service skills, including the ability to have positive customer interactions and maintain positive customer relationships.

Excellent computer skills, including the ability to utilize Microsoft programs (Outlook, Word, and Excel), web-based computer applications, and other agency management systems.

Excellent time management and organizational skills, including the ability to handle multiple projects or tasks, meet established deadlines, and change priorities as business needs require.

Excellent communication and interpersonal skills, including both written and verbal communication.

The ability to work collaboratively in a team environment, but also independently with minimal daily supervision.

The ability to utilize basic office equipment, such as a computer, keyboard, mouse, monitors, printer, copier, and scanner.

Other Requirements

• All offers of employment are contingent upon the satisfactory completion of a pre-employment background check.

Compensation & Benefits

This is a full-time position that comes with a comprehensive benefits package and a competitive salary commensurate with experience.  Benefits include:

• Health, dental, and vision insurance
• Flexible spending and health savings accounts
• Life and disability insurance
• Accident, critical illness, and hospital indemnity insurance
• 401k retirement plan
• Employee Assistance Program
• Wellness reimbursements
• Paid expenses toward licensing and professional development
• Paid time off and paid volunteer hours
• Casual dress code
• Flexible work schedules
• Remote work options