Financial Services
Skills
BankingBusiness DevelopmentConsultingFinanceFinancial ServicesInvestment StrategiesLife Insurance
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- Must be a self-starter
- Must be a problem solver
- Must be driven to succeed
- Must be humble and coachable
- Must be eager to learn
- Must have high integrity and professionalism
- Must work independently and manage time effectively
- Must have internet access quiet workspace functioning computer and personal phone
- Must have or be able to obtain a Life and Health Insurance license
- Must pass a clear background check
- Must be a US citizen
Nice to have
- People-first mindset
- Team-oriented
- Work-life balance focus
- Growth-minded
- Ethical
- Motivated
- Flexible
Day to day
- Provide professional consulting advice to clients who request help and do not cold call
- Build tailored insurance and financial policies that meet each client's specific needs
- Develop and maintain a book of business through meaningful client relationships and virtual consultations
- Help families protect their future and legacy across insurance, retirement planning, and advanced market products
Hiring process
- Apply now
- Discover the right individual in our hiring process
- Learn more about you and explore how we can help you succeed