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Financial Services Representative

Skills
Computer LiteracyCustomer SupportInsuranceManagementMarketingMortgage 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

Nice to have

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

Day to day

  • Educate families on life insurance and financial protection options
  • Work with warm leads who have requested information
  • Build trusted client relationships through service and guidance
  • Provide full training support while helping clients choose suitable coverage