Work From Home - Fully Remote

Here at the Penso Agency, we are a part of one of the fastest-growing financial services organization companies in the US. We provide Insurance for Life, Accident & Fixed Investments for families across the country. We serve families who know and desire what we have and come to us for help. That’s what sets us apart from the rest. We are based in Boston but hiring nationwide! As a member of the Penso Agency, you receive full access to our system, get the opportunity to work with expert coaches, and experience support from some of the best in the business.

Role Description

This is a full-time remote role with the Penso Agency. As a team member, you will contribute to providing insurance solutions for families by leveraging our innovative approach to financial services. Your day-to-day responsibilities will involve connecting with clients, assessing their needs, and offering them tailored insurance options to secure their financial future.

Qualifications

• Strong interpersonal and communication skills
• Self-motivated and able to work independently
• Detail-oriented with excellent organizational skills
• Ability to empathize and connect with clients
• Prior experience in customer service or sales is a plus