Job Description
We want to add a motivated and personable new associate to our insurance agent team who is seeking a learning opportunity with lots of room for growth. The ideal candidate for our insurance agent position has the solid communication skills it takes to drive insurance sales among potential clients and new clients. Bring a friendly attitude and a passion for customer service, and we’ll invest our resources into training you to be successful!
Job Responsibilities
What You Will Be Doing:
- You will expertly assist clients to diversify their financial potfolio.
- Work with clients to establish short-term and long-term financial goals, such as retirement, education funding, or manage debt.
- Tailor risk management strategies and client profiles to reflect each customer’s individual needs.
- Provide clients with education or financial tactics and industry best practices to ensure comprehension of available choices.
- Advise on insurance needs to protect against financial risks, such as, health issues, disability, or property loss.
- Assist with planning for the transfer of assets and wealth to heirs, including wills, trusts, and other estate planning tools.
- Assist clients with college accounts.
- Assist clients with their 401k, TSP, 403b, IRA, or Roth IRA
- Establish and maintain enduring client relationships, regularly checking in to monitor their advancement towards financial targets.
- Paid based on performance
Numbers & Facts
| Location | (Remote) |
| Job Type | Contractor, Full-time, Part-time |
| Salary | $65,000–$85,000 Per Year |
| Additional Compensation | Commission, Bonus |
| Website | https://agents.worldfinancialgroup.com/richard-sanchez |
Qualifications
- Strong analytical, communication, and interpersonal skills required; customer service experience is a plus.
- Must have the ability to learn and understand state and federal regulations that affect the financial industry as a whole.
- Relationship skills, communication skills, and customer service skills are crucial.
- Must be authorized to work in the United States, have a U.S. phone number, and a valid U.S. residence.
- Job seekers must already have or be willing to get licensed in the insurance or financial sector.
Benefits
Performance Bonus, Flexible Schedule, Stock Options, Professional Development, Work From Home
About Company
Elite Partners is a team within the World financial Group business. We provide financial consulting services via retirement, estate planning, wealth-building strategies, long-term care, and life insurance.
Our mission is to help individuals create the life that they want while protecting their loved ones and planning for their financial legacy. Offering access to a diverse portfolio in life insurance, retirement savings, and wealth-building strategies, our team of licensed professionals across North America helps to guide individuals from where they are to where they want to be.
Some benefits with the company include: flexible schedule, part-time or full-time opportunities, stock options, managing your own client base, and potential bonuses paid monthly, quarterly, and annually. In addition, we also offer a customized personal website.
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