Job Description
Financial Services Representative
Part-Time /Fully Remote Position
Job Description:
We are seeking a highly motivated, self-driven, and entrepreneurial-minded individual to join our team as a Part-Time Financial Services Representative . This position allows you to work from the comfort of your home, with flexible hours totaling 15-20 hours per week. As a Financial Services Representative , you will learn how to help clients with their insurance and wealth building needs, while learning to build your own business and expand your client base.
Key Responsibilities:
- Provide finance consultations to potential and existing clients, understanding their needs and offering suitable wealth building solutions.
- Develop and maintain a portfolio of clients by proactively reaching out and following up with leads.
- Learn and utilize our training system to become knowledgeable about various insurance products and policies.
- Maintain an entrepreneurial mindset, constantly looking for ways to improve processes and grow your client base.
- Take initiative to manage your time effectively, ensuring you meet personal goals and exceed expectations.
- Stay up-to-date with industry trends, regulations, and products.
- Be coachable and open to feedback from mentors and team leaders to continuously develop skills and performance.
Requirements:
- Strong business acumen and an entrepreneurial spirit.
- Ability to work independently, manage time effectively, and meet goals in a remote work environment.
- Excellent communication skills, both written and verbal.
- Self-motivated and driven to succeed, with a proactive attitude.
- Basic understanding of the insurance industry is a plus but not required; full training will be provided.
- Computer access and proficiency, including the ability to navigate software and conduct virtual meetings.
- Previous sales experience or background in customer service is preferred but not mandatory.
Why Join Us:
- Flexible work schedule (15-20 hours per week), allowing you to balance work and personal life.
- Full training and support system to help you succeed.
- Opportunity to work from home, eliminating commute time and offering greater work-life balance.
- Potential for growth and the ability to scale your business at your own pace.
- Collaborative and supportive team environment.
If you’re business-minded, eager to learn, and ready to take initiative in a growing industry, we’d love to hear from you! Apply today to start your journey as a part-time Financial Services Representative .
