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Financial Services Advisor

Skills
Computer LiteracyCustomer SupportDirect SalesInsuranceManagementMortgage UnderwritingSales
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • Self-motivated and coachable
  • Strong work ethic
  • Positive attitude
  • U.S. citizen or green card holder
  • Comfortable working remotely
  • Willing to complete training and licensing

Nice to have

  • Coachable
  • Self-motivated
  • Positive attitude
  • Strong work ethic

Day to day

  • Help families choose suitable life insurance and financial protection options
  • Work with warm leads who have requested information
  • Educate clients clearly and build trust through service
  • Develop relationships while supporting clients through the coverage selection process

Hiring process

  • Apply today
  • Interview with team
  • Receive training and licensing support