Communication Skills, Customer Support/Service, Customer Training, Finance, Financial Services, Financial Strategy, Leadership, Licensing, Life Insurance, Mentoring, Needs Assessment, Organizational Skills, Record Keeping, Sales, Training Program, Training/Teaching, Work From Home
10875 Main St. #203 10875 Main St. #203 Fairfax, VA
- Bonus based on performance
- Flexible schedule
- Opportunity for advancement
- Training & development
- Wellness resources
Looking to start a career in the financial services industry with flexibility and growth potential? This entry-level opportunity is ideal for individuals who are coachable, motivated, and eager to learn how to help families with financial protection strategies.
No prior experience in finance is required—comprehensive training is provided.
Responsibilities:
- Educate clients on basic financial protection concepts, including life insurance.
- Conduct virtual meetings to understand client needs.
- Assist with applications and client follow-ups.
- Participate in training and mentorship programs.
- Maintain organized client records.
Qualifications:
- Strong communication skills
- Self-motivated and coachable
- Comfortable working remotely
- Background in customer service or sales is a plus
What We Offer:
- Training and licensing support
- Flexible schedule (part-time or full-time)
- Remote work environment
- Performance-based compensation
- Growth and leadership opportunities
This is a remote position.