About The Company
Outsource Solution Strategies, with over 20 years of experience in finance and administrative leadership across various industries, is a trusted name in the field. Our proven expertise and passion for helping individuals enable us to make a meaningful difference in the lives of our clients, empowering them to achieve lasting financial wellness and success.
Outsource Solution Strategies has forged a powerful partnership with Global Financial Impact (GFI), a leading platform that connects individuals and organizations with resources and expertise to unlock their financial future. This partnership is a testament to our commitment to building generational wealth, one family at a time.
Today, closing the wealth gap can be challenging, but we help families choose the best path to a successful financial journey.
Opportunity
As an Agent, you will serve as a key contact and liaison for clients to ensure they receive the financial education and support needed to reach their goals. Our expert leadership provides all training, so no prior financial industry experience is required. We are looking for people who are interested in giving back. You have unwavering self-belief, and when you fail, you take it as an opportunity to learn from it.
We value entrepreneurial and leadership qualities, as we believe in empowering our agents to take initiative. You will engage with clients, providing financial education and support in a timely, professional, and courteous manner. Our agents play a crucial role in providing financial knowledge education and strategies for business matters, insurance protection, retirement, savings, and estate planning, helping clients and business owners tailor-make their ideal futures.
Suppose you feel called to help people, make a difference in their lives, and break cycles of generational financial illiteracy. In that case, we invite you to apply for a position with our agency. From budgeting to retirement planning, you'll guide clients alongside a supportive team that will provide you with the necessary training to achieve your success every step of the way.
We are in the most highly compensated field, where your hard work, dedication, and commitment to serving others will be rewarding. While there's no base pay, your earnings are directly tied to your performance and effort. Compensation and advancement opportunities are tailored to your career goals. Please remember that no prior financial skills or experience are required–we are firmly committed to finding good-hearted leaders willing to be trained and coached to execute this position successfully.
Responsibilities:
Assist and educate clients with consumer and small business solutions and strategies, helping them navigate their unique life priorities.
Become licensed through your state to discuss and provide our products to clients in a compliant manner.
Leverage available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy
Adhere to established processes, laws, and guidelines in performing day-to-day activities, such as submitting policies and account maintenance.
Manage client interactions by always taking the best course of action while abiding by all regulatory requirements.
Requirements:
Ambition and drive to make a positive impact on your community and beyond
Customer service and/or management experience
Ability to pass a background check
Ability to pass a state licensing exam (Insurance Producer License)
Must be a minimum of 18 years of age and have U.S. citizenship
Own a computer/laptop with a camera
What We Provide:
Uncapped income potential
Study materials and preparation support to pass your exam within 1 week (this may vary depending on your study habits)
Remote work options
In-house online tools and training
Personalized scheduling to accommodate your lifestyle
Weekly training and coaching by top industry leaders
A proven system that will lead to your success, if followed
Skill Sets:
Customer and Client Focus
Problem Solving
Oral Communication
Relationship Building
Business Acumen
Referral Management
Licensed/Unlicensed Agents Welcomed
Hours per week: Minimum of 8 hours; no maximum
