Entry Level Financial Professional

This is a fully remote position, open to applicants in Texas.

📋 Description

• Establish and nurture professional relationships with individuals and families

• Understand clients’ needs and goals for financial protection

• Communicate the insurance and financial protection products available, adhering to licensing requirements

• Follow up with both prospective and current clients

• Keep precise client records and adhere to company protocols

• Engage in training and ongoing professional development

⛳️ Requirements

• Excellent communication and interpersonal abilities

• Professional demeanor, well-organized, and reliable

• Eagerness to learn and acquire new skills

• Experience in sales, customer service, or business development is advantageous but not essential

• An active insurance license is beneficial

• Candidates without a license may be considered, depending on licensing requirements

• Must fulfill applicable licensing requirements if pursuing a license

🏝️ Benefits

• Opportunity to work as an independent contractor

• Compensation structure based on commission only

• Earnings are contingent on sales and performance and are not guaranteed

• Opportunities for training and professional growth

• Training and licensing requirements will be outlined during the interview

• Licensing fees, training costs, and other necessary expenses will be disclosed before candidates make any commitments