Fully Remote Customer Agent(Entry Level)

Job Summary: We’re seeking driven individuals who are passionate about helping people make informed financial choices. As a Financial Representative, you’ll provide expert guidance to clients, offering solutions tailored to their specific financial needs. This role is ideal for someone who enjoys working with people, thrives in a dynamic environment, and wants to build a meaningful career with unlimited income potential.

Responsibilities: • Develop and maintain relationships with individuals, families, and businesses. • Assess client needs and present customized financial strategies. • Conduct meetings—virtually or in person—to explain available options and their benefits. • Educate clients about financial planning principles and product offerings. • Stay informed about industry developments and evolving client needs. • Build a book of business through networking, referrals, and outreach. • Provide continuous client support, including policy updates and financial reviews.

Qualifications: • Experience in consulting, sales, or client service is beneficial but not required. • Strong ability to communicate complex information in a clear, relatable way. • A proactive, self-driven approach to meeting goals and helping clients. • Ability to work independently while also collaborating with a supportive team. • Excellent organizational and time-management skills.

What We Offer:
• A performance-based commission compensation model with unlimited earning potential.
• Ongoing training, professional development, and mentorship programs.
• Comprehensive life insurance
• Access to healthcare, dental, and vision plans exchange
• All-expense-paid incentive trips for top team members
• A flexible work structure that allows you to build your ideal career path.
• Access to a broad portfolio of financial solutions.
• A dynamic, team-oriented environment with opportunities for growth.

Job Type: Full-time

Pay: $8,000.00 - $16,000.00 per month

Benefits:
• Dental insurance
• Flexible schedule
• Health insurance
• On-the-job training
• Professional development assistance
• Referral program
• Work from home

Work Location: Remote

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