Company Description
Taking control of your financial future can feel overwhelming. And, if you're like many people, it's hard to even know where to start. When you consider that financial education isn't often taught in schools, it's no wonder so many of us enter adulthood knowing very little about the fundamentals of healthy money management.
Our goal is to empower you to make informed financial choices through education and then match you with the right financial solutions – term life insurance, investments, auto & home insurance, and more – that can help you achieve your financial goals.
Role Description
This is a part-time remote role for a Entry Level Financial Services(Entry Level). You will be responsible for educating potential clients about life insurance options and assisting them in choosing the right policies to meet their needs. You will also be responsible for processing applications, collecting premiums, and maintaining customer records. Strong communication and customer service skills are essential in this role.
Qualifications
- Excellent communication and interpersonal skills
- Ability to explain complex information in simple terms
- Strong sales and negotiation skills
- Highly motivated and target-driven mindset
- Ability to work independently and as part of a team
- Basic computer skills
- Must have or be willing to obtain the required licenses and certifications
- Previous experience in sales or customer service is a plus
- Knowledge of life insurance products and industry regulations is a plus