Fully Remote Customer Agent(Entry Level)

Job Summary: 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: $8,000.00 - $16,000.00 per month

Benefits:
? Dental insurance
? Flexible schedule
? Health insurance
? On-the-job training
? Professional development assistance
? Referral program
? Work from home

Work Location: Remote