Financial Services Professional

Job Overview

Ready to take control of your career and design a life you love while making a positive impact in the lives of others?

Looking for flexibility so you can spend more time on what truly matters?

Are you a goal-oriented individual ready to take on new challenges?

With our knowledge, skills, and financial strategies, we aim to develop financial solutions that meet our clients' needs long-term. So, we are seeking an ambitious and self-motivated Financial Services Professional to join our team. The ideal candidate will be responsible for participating in our training program to learn and understand our insurance solutions to educate clients on financial literacy, asset and income protection, and more. The ideal candidate will also be responsible for providing excellent customer service and building strong lasting customer relationships.

Responsibilities

• Sales & Marketing: Actively attract new clients through our proprietary training, networking, referrals, and outreach (Note: We do not buy leads or conduct cold calls). Develop and execute marketing strategies to attract new business.
• Client Consultation: Meet with clients to assess their insurance needs and provide recommendations on coverage options.
• Policy Management: Prepare and present insurance proposals, explain policy features, and assist clients with policy selection.
• Customer Service: Provide ongoing support to clients, including assistance with claims, policy changes, and renewals.
• Record Keeping: Maintain accurate records of client interactions, sales activities, and policy documentation.
• Professional Development: Stay updated on industry trends, new products, and regulations to enhance your knowledge and effectiveness. Maintain a valid insurance license.

Qualifications

• High school diploma or equivalent;
• Bachelor’s degree in business, finance, or a related field is preferred;
• No prior experience in finance or insurance is required; But must be open to mentorship and learning new information;
• Valid insurance license (or willingness to obtain one). Our team provides the education and resources to attain your license. This can normally be done in 1 to 2 weeks;
• Strong communication and interpersonal skills;
• Ability to build rapport and trust with clients;
• Goal-oriented and self-motivated.

What We Offer:

• Comprehensive training program, that includes written and video training
• Support and resources for getting licensed within 2 - 3 weeks
• Unlimited Income Potential - Part-Time or Full-Time (without cold calling & without buying leads).
• Opportunities for career advancement.
• Flexible working hours, a Hybrid model, and a supportive team environment.

If you are passionate about helping others achieve their financial goals and possess the necessary skills, we encourage you to apply for this exciting opportunity as a Financial Professional.

Job Type: Contract

Pay: $5,000.00 - $15,000.00 per month

Benefits:

• Flexible schedule
• Work from home

Supplemental Pay:

• Bonus opportunities
• Commission pay

Work Location: Hybrid remote in Beltsville, MD 20705

Salary : $5,000 - $15,000