Urgent need of Financial Agent 2025

Accounting / Finance
Remote
January 9, 2025
contract

Job Description

Remote

Prestige

Overview
We are seeking a dedicated and motivated Financial Agent to join dynamic team. In this role, you will play a crucial part in providing exceptional customer service while assisting clients with their financial needs. The ideal candidates will possess strong communication skills and the ability to negotiate effectively, ensuring that clients receive the best possible solutions tailored to their requirements. This position offers opportunities for professional growth and development within the finance sector.

  • 100% Remote
  • 100% Commission
  • No quotas or core hours required

Services

Financial Agent Remote
Financial Agent Remote

Specialties

  • Financial Planning
  • Life Insurance
  • Retirement Planning
  • Financial Literacy Education
  • Assisting Clients Plan for Their Future

Responsibilities of Financial Agent

Remote

  • Engage with clients to understand their financial needs and provide appropriate solutions
  • Communicate complex finan cial concepts in a clear and concise manner
  • Negotiate terms and conditions with clients to ensure satisfaction and compliance
  • Administer benefits program, ensuring clients are informed about their options
  • Market financi al products and services effectively to potential clients
  • Provide exceptional customer service by addressing inquiries and resolving issues promptly.
  • Collaborate with outside sales teams to expand client base and enhance service offerings.
  • Maintain accurate records of client interactions and transactions.

Requirements

  • Must be 21 or older
  • Ability to maintain a position
  • Strong organizational skills
  • Fin ancial certification for your respective state (NOTE: We provide the necessary tutoring for your certification)
  • Background check
  • Computer or Tablet to work with clients
  • Ability to work independently
  • Strong customer service skills with a focus on client satisfaction
  • Excellent communication abilities, both verbal and written
  • Negotiation skills to facilitate agreements between clients and the company
  • Knowledge of HIPAA regulations is a plus, particularly in handling sensitive information
  • Bilingual candidates are encouraged to apply, as language skills can enhance client interactions

Join us a Finance agent where you can make a difference in our clients lives while advancing your career in the finance industry! No experience required, training provided

Job Type: Contract

Pay: $65,084.00 – $76,133.00 per year

Benefits:

  • Flexible schedule
  • Work from home

Supplemental Pay:

  • Bonus opportunities
  • Commission pay

Work Location: Remote

Location

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