Remote Financial Services Representative

Job Description

REQUIREMENTS

• Must be at least 18 years old.
• Must be authorized to work in the United States.
• Must successfully complete a state and federal background check.
• Strong communication and customer service skills.
• Self-motivated and willing to learn.

RESPONSIBILITIES

• Meet with clients virtually to discuss their financial goals.
• Conduct financial needs analyses.
• Educate individuals and families on life insurance and other financial products.
• Build and maintain professional client relationships.
• Follow up with prospective and existing clients.
• Participate in ongoing training and professional development.
• Maintain compliance with company and state licensing requirements.

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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