Responsibilities
Meet with prospective clients by phone or video.
Ask questions to understand their goals and needs.
Explain available services and guide clients through the next steps.
Follow up with prospects and maintain accurate records.
Attend training and collaborate with team members.
What we’re looking for
Strong communication and listening skills
A commitment to helping people and building relationships
Good organization and follow-through
Comfort working independently in a remote setting
Willingness to complete required training and obtain applicable licenses
| Location | (Remote) |
| Job Type | Full-time, Part-time |
| Salary | $75,000–$85,000 Per Year |
| Additional Compensation | Commission, Bonus |
Sales and relationship building
Clear communication and active listening
Customer service
Lead follow-up and appointment scheduling
Time management and organization
Comfort with phone calls, video meetings, and email
Self-motivation and ability to work remotely
Willingness to learn and complete required licensing
We are a growing financial services organization dedicated to helping individuals and families build stronger financial futures through education, protection, and long-term financial strategies.
Our team provides access to a variety of financial solutions, including life insurance, retirement planning, annuities, and other financial protection strategies. We focus on educating clients so they can make informed decisions based on their individual goals and needs.
We are also committed to developing people and creating opportunities for individuals who want to build a career in financial services. Our organization provides training, mentorship, leadership development, and a supportive team environment.
With a flexible remote business model, team members have the opportunity to build client relationships, develop sales and leadership skills, and grow their business while helping others pursue their financial goals.
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