Remote Account Inbound Agent
We’re seeking driven individuals who are passionate about helping people make informed financial choices. As a Financial Representative, you’ll provide expert guidance to clients, offering solutions tailored to their specific financial needs. This role is ideal for someone who enjoys working with people, thrives in a dynamic environment, and wants to build a meaningful career with unlimited income potential.
- Responsibilities:
- Develop and maintain relationships with individuals, families, and businesses.
- Assess client needs and present customized financial strategies.
- Conduct meetings—virtually or in person—to explain available options and their benefits.
- Educate clients about financial planning principles and product offerings.
- Stay informed about industry developments and evolving client needs.
- Build a book of business through networking, referrals, and outreach.
- Provide continuous client support, including policy updates and financial reviews.
- Qualifications:
- Experience in consulting, sales, or client service is beneficial but not required.
- Strong ability to communicate complex information in a clear, relatable way.
- A proactive, self-driven approach to meeting goals and helping clients.
- Ability to work independently while also collaborating with a supportive team.
- Excellent organizational and time-management skills.
- What We Offer:
- A performance-based commission compensation model with unlimited earning potential.
- Ongoing training, professional development, and mentorship programs.
- Comprehensive life insurance
- Access to healthcare, dental, and vision plans exchange
- All-expense-paid incentive trips for top team members
- A flexible work structure that allows you to build your ideal career path.
- Access to a broad portfolio of financial solutions.
- A dynamic, team-oriented environment with opportunities for growth.
Job Type: Full-time
Pay: $55,000.00 - $75,000.00 per year
- Benefits:
- Dental insurance
- Flexible schedule
- Health insurance
- Vision insurance
- Shift:
- 8 hour shift
- Day shift
Work Location: Remote
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