RRemoteville

How Remoteville checks and expires listings

Legendary Allen Agency logoLegendary Allen Agency

Financial Services Professional

Skills
Customer Relationship ManagementEasily AdaptableEntrepreneurshipLeadershipMentoringNetworkingOptions
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • Active industry license or willingness to obtain one
  • Strong communication and interpersonal skills
  • Self-motivated with the ability to work independently and manage time effectively
  • Comfortable using basic technology and virtual communication tools such as Zoom and Google Meet
  • Entrepreneurial mindset and desire for personal and professional growth

Nice to have

  • Growth-minded
  • Independent
  • Entrepreneurial
  • Ambitious
  • Adaptable

Day to day

  • Identify client needs and recommend tailored protection and asset-building solutions
  • Build and maintain strong long-term client relationships through consistent communication and service
  • Generate new business through networking referrals and company-provided lead systems
  • Educate clients on policies coverage options and strategies to protect and grow assets
  • Follow up with prospects to guide them through the decision-making process and close sales
  • Work independently while collaborating with a supportive high-performing team