Agent Representative/Customer Service

Agent Representative/Customer Service

24 Mar 2025
Arizona, Phoenix, 85001 Phoenix USA

Agent Representative/Customer Service

Team Description:

Our team trains and develop financial representatives throughout the United State, with a network of financial experts, we provide guidance and support to help individuals reach their financial goals. We believe in investing in the training and development of our professionals to ensure they can provide unmatched assistance. Our mission is to make financial stability to all.

We are seeking a motivated and ambitious individual to join our financial services team. The successful candidate will be responsible for providing financial advice and services to clients, as well as identifying and pursuing new business opportunities.

Responsibilities:

Meet with clients to discuss their financial goals, needs, and concerns.

Develop and implement financial plans tailored to each client's individual needs

Educate individuals on Investment, Retirement planning, Insurance and others financial products and services

Build and maintain strong relationships with clients to ensure their satisfaction and retention

Identify and pursue new business opportunities through networking and referrals

Participate in training and development programs to enhance knowledge and skills.

Requirements:

Interpersonal and communication skills

Ability to work independently and as part of a team

Ability to obtain necessary licenses

18+ years old

Clean background (no felonies)

No experience required

We offer:

Sponsored state licenses

paid bonus during training

Flexible schedule

Access to mentorship

Apply here

https://docs.google.com/forms/d/e/1FAIpQLScsg4aYxBmDUr7usoJZMl3zbX5OQGMh8dfTNJCxP3cmNKi3rw/viewform?usp=ppurl

Related jobs

Job Details

Jocancy Online Job Portal by jobSearchi.