Entry Level Customer Agent

We are looking for ambitious professionals who are eager to help individuals and businesses plan for a secure financial future. This role involves working closely with clients to identify their needs, develop strategic plans, and provide long-term support. If you enjoy problem-solving, strategic thinking, and working with people, this could be the ideal opportunity for you.

Responsibilities: • Conduct comprehensive financial consultations with clients to assess their needs and goals. • Develop tailored financial strategies to help clients achieve long-term stability. • Educate clients on available options and financial planning concepts. • Maintain ongoing relationships to provide continuous support and plan adjustments. • Stay up to date with financial industry changes, regulations, and best practices. • Leverage industry tools and resources to provide data-driven recommendations. • Work collaboratively with a team of financial professionals to expand business opportunities.

Qualifications: • A background in finance, business, sales, or customer services is a plus but not required. • Strong ability to analyze client needs and recommend appropriate solutions. • Excellent interpersonal skills and a consultative approach. • Driven, self-motivated, and goal-oriented. • Ability to manage multiple client relationships and maintain organization.

What We Offer:
• A commission compensation model designed to reward performance.
• Ongoing training, mentorship, and career growth opportunities.
• Comprehensive life insurance
• Access to healthcare, dental, and vision plans exchange
• All-expense-paid incentive trips for top team members
• A flexible work schedule with the ability to manage your own client base.
• Access to a broad range of financial solutions.
• A supportive and growth-focused team environment.

Job Type: Full-time

Pay: $8,000.00 - $14,000.00 per month

Work Location: Remote

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