Client Services or Lead Manager
Aegon life and investments, Transamerica, World Financial Group
(remote)
We need a candidate who has experience in customer service, finance, banking, entrepreneurs, any profession, licensed or non licensed, accountants, engineers, medical field, lawyers, and technology.
Your responsibility is suggesting the right solution for a person
who can fill out applications
Who can adapt to technology
fill out intake forms
We are in seeking candidates who are coachable, open minded, has entrepreneurial mindset, live to build a legacy for yourself. We are looking for those who are honest, like helping others, can work in team or by yourself. Those who want to make a difference in their community and love engaging with others. They have skills of connecting with people and listen to what a person would need. You can gain the skill set of being a leader, mentor, coach and trainer. One who can analyze what someone needs. A person who can be patient and can teach others.
https://umustsee.net/KEU6GQ
About the Company
Aegon life and investments, Transamerica, World Financial Group
Smruti Financial Consultancy is part of World Financial Group. We are sister to Aagon life and investments and TransAmerica. We have been in business for 60 years and have 92000 agents world wide in this company. We helped over 242000 new clients last year. We have helped over 90 million families across the country in financial freedom over the years. We have been listed in Forbes 500 magazine as one the top companies to be part of building your business.
Last years numbers. We have gained over 2800 new agents. Our agents got paid over 2.0 billion dollars and opened that many accounts. We have paid over 1 billion dollars in surveillance pay for families who need help.
Since our founding, every decision has been guided by our mission to help individuals create the life they want to live, while protecting their loved ones and planning their financial legacy. Offering access to diverse portfolio of insurance, retirement, savings, and wealth building strategies, our licensed agents across North America help guide individuals from where they are to where they want to be.
We are 100 percent remote position so you can work anywhere and anytime.
This is a 1099 position and commissions only.