Financial Service Agent(commission based ) not hourly

Role Description The Financial Service Agent role is a remote position that can be part-time or full-time, depending on the candidate’s availability and career goals. In this role, the agent will consult with clients to assess their financial goals and risk profile, explain life insurance and annuity options, and recommend suitable financial products. Day-to-day responsibilities include conducting virtual client meetings, preparing proposals, following up on leads, and maintaining accurate client records. The agent will also support clients through the application and underwriting process, provide ongoing policy reviews, and stay informed about industry trends, product updates, and regulatory requirements. Collaboration with PHP Agency leadership and access to training resources will help the agent build a sustainable client base and grow professionally in the financial services field. This is commission based position

Qualifications

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• Candidates should possess foundational knowledge and interest in Finance and Financial Services to support sound client guidance.
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• Candidates should possess familiarity with Insurance products, including life insurance and annuities, and be willing to obtain and maintain appropriate licenses.
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• Candidates should possess understanding of Investments and long-term financial planning concepts to help clients work toward their goals.
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• Candidates should possess strong Customer Service skills, including active listening, empathy, and clear communication in virtual settings.
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• Candidates should possess strong ethical standards, attention to detail, and the ability to work independently in a remote environment.
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