The Villages Insurance
Retirement Specialist: Life and Annuities Advisor

Location: FL License: 2-15 Hours: 40 Salary: Based on Experience
Phone: 352-751-6622 Fax: Email:

Primary Objectives
The Villages Insurance is seeking an energetic individual to join their Financial Services Group in providing Long Term Care, Life and Annuity options in protecting the assets of their clients. Based in the fastest-growing U.S. metropolitan area, according to the U.S. Census Bureau, The Villages Insurance offers enterprising individuals limitless opportunity for personal and professional growth.

Our highly focused and relentlessly energetic approach to building our business provides our colleagues and their families with the opportunity to experience a work and life environment like no other. One where your input and creativity is not just heard, it’s integrated into our collective decision making. Where your hard work and commitment are rewarded with true appreciation and you experience that deep pride that comes from knowing that you are a respected and valued member of a high performing team.

 At least 3 years of experience as a Top Performer in prospecting, phone marketing and selling Life, Annuities, and Long Term Care insurance to senior markets
 Strong time management and organization skills
 Excellent verbal and written communication skills
 2-15 license
 Proficiency with technology and/or industry software
 Ability to work independently and in a team environment
 Display agency’s Core Values: Hospitality, Stewardship, Innovation and Creativity, and Hard Work

About Us
Recognized nationally for their industry-leading 24/7 Emergency Response Team, The Villages Insurance has 8 locations and provides insurance and risk management to over 40,000 families and businesses in and around The Villages® community. The 27th largest agency of its kind and ranked in the 95th percentile nationally in Reagan Consulting’s Best Practices. The Villages Insurance was recognized as a “2015 Florida Trend Best Places to Work”, “2016 overall Best Independent Agency to Work for” by Insurance Journal and named on the “Florida Companies to Watch” list by GrowFL.

This job description is intended to describe the level of work required of the person performing the job and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the Firm. All requirements may be modified to reasonably accommodate physically or mentally challenged colleagues.


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