Financial Professional
Skills
Computer LiteracyCustomer SupportInsuranceManagementMarketingMortgage UnderwritingSales
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- Self-motivated
- Coachable
- Strong work ethic
- Positive attitude
- U.S. citizen or green card holder
Nice to have
- Remote-friendly
- People-oriented
- Trustworthy
- Goal-driven
Day to day
- Work remotely with warm leads who have requested information about life insurance and financial protection.
- Educate families on coverage options and help them choose suitable protection plans.
- Build trusted client relationships through service while supporting them through a full training program.