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Financial Services Agent (Entry Level)

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Job Description - Financial Services Agent (Entry Level)

Our office is expanding! Life Insurance, Investments or Mortgage Loans. If you're not yet licensed, we will help you get those done. Upon qualifying, we will cover the cost of the license(s). We will train you from start to finish. We are looking for coachable, team players, with an entrepreneurial mindset and the drive to help others. Part-time or Full-time.

  • Currently, this position is ONLY for U.S. residents
  • Must be able to pass a background check
  • Must be a people-person with excellent communication skills
Licensing Overview:
This opportunity will begin with the Life Insurance License. That is the only required license. You will have the ability to also obtain the Securities License (SIE, 6, and 63 - among others) and the Mortgage Loan Origination License. We provide comprehensive training and mentorship while obtaining your professional licenses, while showing you how to build a sustainable business. This is a 1099 opportunity, not a W2.

Responsibilities:
  • Assist clients with inquiries regarding financial products and services
  • Develop long-term rapport and relationships with clients
  • Collaborate with senior team members to ensure client satisfaction
  • Lead and train a team (Weekly training & mentorship provided)
  • Stay updated on industry trends and regulatory changes
  • Contribute at minimum, 16-20 hours per week
What we provide:
  • A Competitive Performance-based Compensation Package
  • Zoom Training & Bonus program
  • Ongoing Support System To Ensure Success
  • Marketing Concepts Provided
  • Opportunities for Growth and Advancement Within the Company
  • State of the Art Platform For Business
  • E & O Coverage Included
  • No Quotas

Apply now to schedule an interview and learn more about building a career in financial services!

Original job Financial Services Agent (Entry Level) posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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