UNKNOWN

FEED

YEAR

Deliver Customized Solutions: Use cutting-edge tools to create and present tailored insurance plans, including Indexed Universal Life (IUL) policies, annuities, and life insurance. You will be providing financial solutions, including Indexed Universal Life (IUL) policies, annuities, and life insurance, exclusively to individuals who have actively requested more information.

Elevate Your Sales Career with Kenneth Brown Agency as a Virtual Sales Representative! Are you ready to take your sales career to new heights? At Kenneth Brown Agency, we’ve built a legacy of success:     We take immense pride in our achievements. Recognized by Entrepreneur Magazine for our outstanding company culture, our team consistently receives high ratings on Glassdoor and Indeed. With a feature in Forbes and six consecutive years on the Inc. 5000 list, our rapid growth speaks for itself, and we invite you to be part of our success story! Join a team where your success is celebrated, your growth is supported, and your potential is limitless! Position Overview: Virtual Sales Representative    New team members following our proven system regularly earn over $100,000 in their first year. With our tools and training, you can achieve the same and more! Why Choose Kenneth Brown Agency?<ul><li>Flexible Schedule: Work 3-4 days per week, achieving true work-life balance.</li><li>Warm Leads Provided: Say goodbye to cold calling! Work with high-quality, inbound inquiries.</li><li>Fast Earnings: Close deals within an average 72-hour sales cycle and receive daily commission payouts.</li><li>Free Tools: Leverage state-of-the-art technology to simplify your workflow and enhance productivity.</li><li>Dedicated Support: Collaborate with experienced mentors who are committed to your success.</li><li>Exciting Incentives: Qualify for all-expense-paid trips to exotic destinations worldwide.</li><li>Remote Work Freedom: Work from anywhere—no cubicles, no commutes, and no mandatory meetings!</li></ul>Your Responsibilities as a Virtual Sales Representative, you will:<ul><li>Engage with Leads: Respond to inbound inquiries from individuals seeking financial solutions.</li><li>Schedule Virtual Consultations: Connect via Zoom or phone to assess client needs (pajamas optional!).</li><li>Deliver Customized Solutions: Use cutting-edge tools to create and present tailored insurance plans, including Indexed Universal Life (IUL) policies, annuities, and life insurance.</li><li>Close Deals: Guide clients through the process and secure their financial future—all while earning top commissions.</li></ul>What We’re Looking For:<ul><li>Integrity: Strong character and commitment to ethical practices.</li><li>Drive for Success: A proactive mindset and a commitment to personal and professional growth.</li><li>Humility: A willingness to learn, accept feedback, and continuously improve.</li></ul>Ready to Start Your Journey? Join Kenneth Brown Agency and build a rewarding career where your success knows no limits! Submit your resume today and let us know why you’re the perfect fit for this exciting opportunity. We can’t wait to connect with you!Disclaimer: This is a 1099 commission-only position. You will be providing financial solutions, including Indexed Universal Life (IUL) policies, annuities, and life insurance, exclusively to individuals who have actively requested more information.Please note: We are currently only accepting applications from candidates based within the United States.Powered by JazzHR

Kenneth Brown Agency

Virtual Sales Representative

Annuities

Cold Calling Skills

Continuous Improvement

Customer/Client Research

Entrepreneurship

Insurance

Leading Edge Technology

Life Insurance

Mentoring

Sales

Sales Closing Skills

Sales Cycle

Work From Home

Workflow Analysis

partner JazzHR

5000 fastest-growing list for six years, achieving 15 years of continuous growth. Benefit from cutting-edge tech tools designed to streamline your sales process – and they're complimentary.

Welcome! Are you prepared to elevate your sales career? Explore this opportunity now! Our company is thriving, celebrated as a Top Company Culture for two consecutive years and endorsed by Forbes. We've maintained a consistent presence on the Inc. 5000 fastest-growing list for six years, achieving 15 years of continuous growth. Join us for an exceptional journey! New Sales Representatives following our proven process have earned over $120,000 in their first year. You can achieve the same! Position: Sales Representative Why Join Us:<ul><li>Enjoy a balanced 3-4 day work week for ideal work-life harmony.</li><li>Bid farewell to cold calling! Access warm leads directly.</li><li>Receive prompt commissions – our average sales cycle is just 72 hours.</li><li>Benefit from cutting-edge tech tools designed to streamline your sales process – and they're complimentary.</li><li>Your success is paramount. Our seasoned team is committed to your support.</li><li>Plus, relish epic, all-expense-paid global trips – just one of our perks.</li><li>Work from anywhere, no cubicles or tedious meetings!</li></ul>Your Responsibilities:<ul><li>Engage and collaborate with mentors and your team.</li><li>Connect with individuals seeking insurance solutions.</li><li>Schedule virtual meetings (Zoom or phone) – pajamas optional!</li><li>Utilize our advanced tools to tailor insurance solutions.</li><li>Close deals on Indexed Universal Life policies, annuities, and life insurance</li></ul>What We Seek:<ul><li>Maintain composure under pressure and uphold integrity (Strong Character).</li><li>Are you driven? We seek individuals committed to personal and professional growth (Strong Work Ethic).</li><li>Stay humble and embrace continuous learning – egos need not apply (Humility).</li></ul>If you're a seasoned professional ready to make an impact, submit your resume and explain why you're the perfect fit. We eagerly await your response! DISCLAIMER: This role is a 1099 independent contractor commission-based position, with uncapped earning potential.Powered by JazzHR

Beacon National Agency

Virtual Account Sales Representative

Calendar Management

Technical/Engineering Design

Completion or enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Accredited Asset Management Specialist AAMS®, Certified Trust and Financial Advisor CTFA®, Chartered Life Underwriter CLU®, CRPC® - Chartered Retirement Planning Counselor, or ChFC® - Chartered Financial Consultant®. Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services.

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, youll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries wont receive a response).Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift: 1st shift (United States of America)Please review the following job description:Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint). Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. Leverage the Truist referral network to generate client acquisition and provide comprehensive advice and solutions.Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.<ol><li>Serve as the primary relationship manager for a portfolio of mass affluent clients. Sell, deliver and provide ongoing service for a broad range of fee income and retail banking products and services appropriate to mass affluent clients. Premier Bankers should deliver a level of personalized, attentive service that clients deem outstanding.</li><li>Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation objectives and policies.</li><li>Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent clients. Serve as a personal financial planning/advisory resource for clients, their attorneys and Certified Public Accountants (CPAs).</li><li>Meet revenue growth, profitability and retention goals by developing new clients, expanding services, and marketing new products to existing clients. Successfully participate in the sales management process, which includes, but is not limited to, the delivery of excellent client service behaviors, support of the Truist segmentation models, full use of the automated sales process and support of referral processes and guidelines. Monitor, maintain and update sales activity, pipeline and other pertinent information using the banks contact management system.</li><li>Establish and maintain excellent working relationships with various Truist teammate product and service specialists (Integrated Relationship Management [IRM] partners) who are designated to support client service and development efforts (e.g. banking, mortgage, planning, investments, and insurance services). Ensure an integrated and seamless approach to developing, servicing and enhancing the client portfolio. Serve as an advocate for clients with the IRM partners.</li><li>Establish and maintain mutually beneficial business relationships with external centers of influence who will enhance business development efforts.</li><li>Work within existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of client relationships.</li><li>Participate in the ongoing implementation and development of the Premier Banking program, including processes, products, services and operating policies and procedures.</li></ol>QUALIFICATIONSRequired Qualifications:The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.<ol><li>Bachelors degree with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training.</li><li>Minimum of five years of financial services experience working with clients dealing with banking, investments, and/or retail lending. (experience may include Retail, Wealth, Advisory, and/or Retail Lending experience) or one year's experience in a financial client relationship manager role.</li><li>Advanced knowledge of a broad range of personal financial planning/advisory/insurance and investment management/asset allocation concepts and understanding of retail credit and traditional retail bank products for the mass affluent market.</li><li>A minimum of Securities Industry Essentials (SIE), FINRA Series 6 or 7, 66 (63 and 65 in lieu of 66) and applicable Insurance licenses (Life, Health, and Variable) must be active and maintained, or must be obtained within 100-150 days of job entry date. Active FINRA licenses must be transferred within 60 days of job entry date. Must be SAFE Mortgage Licensing Act compliant with 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check.</li><li>Strong interpersonal, sales and relationship management skills.</li><li>Strong written, verbal and presentation skills including demonstrated proficiency in basic computer applications such as Microsoft Office software products.</li></ol>Preferred Qualifications:<ol><li>Master's degree in business, accounting, finance, or banking</li><li>Mass Affluent Banking experience</li><li>Completion or enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Accredited Asset Management Specialist AAMS®, Certified Trust and Financial Advisor CTFA®, Chartered Life Underwriter CLU®, CRPC® - Chartered Retirement Planning Counselor, or ChFC® - Chartered Financial Consultant®</li><li>Completion of Leadership Development Program or Banking School such as Truist Leadership Development Program or Banking School</li></ol>General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.EEO is the Law E-Verify IER Right to Work

Truist Financial Corp

Virtual Premier Advisor - Ormond Beach, New Smyrna Beach, Palm Coast, Daytona Beach, FL

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Virtual Sales Representative Kenneth Brown Agency

Virtual Account Sales Representative Beacon National Agency

Virtual Premier Advisor - Ormond Beach, New Smyrna Beach, Palm Coast, Daytona Beach, FL Truist Financial Corp

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