Financial Services
Skills
BankingBusiness DevelopmentConsultingFinanceFinancial ServicesInvestment StrategiesLife Insurance
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- Self-starter with a problem-solving mindset and strong drive to succeed
- Humble coachable and eager to learn
- High integrity and professionalism
- Able to work independently and manage time effectively
- Internet access quiet workspace functioning computer and personal phone
- Able to obtain a Life & Health Insurance license
- Clear background check with no felonies or recent bankruptcies
- Must be a US citizen for licensing requirements
Nice to have
- Coachable
- Self-motivated
- Ethical
- Independent
- Driven
- Professional
Day to day
- Provide professional consulting advice to clients who request help and do not require cold calling
- Build tailored insurance and financial policies that align with each client’s needs and goals
- Develop and maintain a strong book of business through meaningful long-term client relationships
Hiring process
- Apply now