Financial Services Agent

Remote
Posted 10 months ago

This is a full-time remote Financial Services Agent position. You will be responsible for prospecting and selling insurance policies, managing insurance portfolios, maintaining customer relationships, and ensuring customer satisfaction. You will also provide financial advice to clients and assist them in making informed decisions about their insurance needs.

Responsibilities:

  • Conducting financial needs assessments for clients
  • Recommending appropriate financial products and services
  • Building and maintaining relationships with clients
  • Providing ongoing support and advice to clients
  • Keeping up-to-date with industry trends and developments
  • Meeting sales targets and objectives

Qualifications:

  • Bachelor’s degree in Finance, Business, or related field
  • Previous experience in financial services or sales preferred
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Excellent organizational and time management skills
  • Proficiency in Microsoft Office Suite

Benefits:

  • Competitive salary and commission structure
  • Comprehensive benefits package, including health insurance and retirement plan
  • Opportunities for career advancement and professional development
  • Supportive and collaborative work environment
    How To Become An Accountant: A Step-By-Step Guide – Forbes Advisor

Job Features

Job CategoryFinance

Apply Online