Entry Level Remote Financial Services Rep

Job Description

Job Description

This is a fully remote position

Are you ready to enter a rewarding career with an exciting, rapidly growing company? As a Licensed Representative , you will be a driving force in providing exceptional service to our clients.

Here’s what you can expect :

Client Education and Support : You’ll be the go-to resource for our clients, helping them navigate our simple sales process.

Whether explaining policy options or addressing concerns, your expertise will make a difference.

Sales Skills : Utilize your sales acumen to connect with clients, understand their unique needs, and recommend insurance plans that align with their family’s requirements.

Uncapped Commissions : We believe in rewarding hard work. As a Licensed Representative, you’ll have the opportunity to earn uncapped commissions based on your performance. The sky’s the limit!

Best-in-Class Training : We invest in your success. Access top-notch training programs that equip you with the knowledge and skills needed to excel in your role.

Growth Potential : Our supportive environment fosters growth. Whether you aspire to move up the ladder or specialize in a specific area, we’re committed to helping you achieve your career goals.

If you’re passionate about making a difference, enjoy working with people, and want to be part of a dynamic team, we invite you to join us as a Licensed Representative.

Let’s shape the future together!

Responsibilities :

As a Licensed Representative, you’ll play a pivotal role in our organization. Your day-to-day responsibilities will include :

Needs Analysis and Client Education :

• Conduct detailed insurance sales needs analysis via phone or Zoom with clients.
• Educate clients about the differences between term and whole life insurance.
• Identify matching insurance plans and services that align with clients’ unique situations.
• Assist clients through the application process.

Sales and Application Completion :

• Close sales by accurately completing applications.
• Utilize your sales skills to connect with clients and address their insurance needs.

Collaboration and Support :

• Work closely with internal support teams, trainers, and customer service representatives.
• Foster a collaborative environment to ensure seamless client experiences.

Other Duties :

Perform any related duties to contribute to the team’s success.

Our Commitment to You :

Growth Opportunities :

• Join a company where 2 / 3 of our Leadership team has been promoted from within.
• Unlock incredible growth potential as you excel in your role.

Continuous Training :

• Access top-notch training programs to stay informed and up-to-date with industry trends.
• Regular one-on-one coaching and mentoring from experienced Brokers to enhance your skills.

Clarity and Collaboration :

• We value your feedback and actively seek ways to improve as a company.
• Be part of a transparent and collaborative work environment.

Qualifications :

To thrive in this role, you should possess the following core skills and abilities :

• Must be at least 18 years of age.
• Successfully pass a background check.
• Reside in the U.S.

Apply Now :

If you identify with the following traits, we encourage you to apply :

Passionate Salesperson :

• Thrive in a competitive environment.
• Love being #1 and enjoy friendly competition.
• Excited about building commissions.

Entrepreneurial Spirit :

• Passionate about learning and personal growth.
• Strive to improve day by day.
• Willing to share knowledge with others.

Enthusiasm Spreader :

• Motivate both customers and teammates.
• Contagiously positive attitude.
• Love making people’s day!

Ready to shape your future with us? Apply now; let’s make a difference together!

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