Remote Customer Agent (Entry Level)

We’re seeking driven individuals who are passionate about helping people make informed financial choices. As a Financial Representative, you’ll provide expert guidance to clients, offering solutions tailored to their specific financial needs. This role is ideal for someone who enjoys working with people, thrives in a dynamic environment, and wants to build a meaningful career with unlimited income potential. Responsibilities: • Develop and maintain relationships with individuals, families, and businesses. • Assess client needs and present customized financial strategies. • Conduct meetings—virtually or in person—to explain available options and their benefits. • Educate clients about financial planning principles and product offerings. • Stay informed about industry developments and evolving client needs. • Build a book of business through networking, referrals, and outreach. • Provide continuous client support, including policy updates and financial reviews. Qualifications: • Experience in consulting, sales, or client service is beneficial but not required. • Strong ability to communicate complex information in a clear, relatable way. • A proactive, self-driven approach to meeting goals and helping clients. • Ability to work independently while also collaborating with a supportive team. • Excellent organizational and time-management skills. What We Offer: • A performance-based commission compensation model with unlimited earning potential. • Ongoing training, professional development, and mentorship programs. • Comprehensive life insurance • Access to healthcare, dental, and vision plans exchange • All-expense-paid incentive trips for top team members • A flexible work structure that allows you to build your ideal career path. • Access to a broad portfolio of financial solutions. • A dynamic, team-oriented environment with opportunities for growth. Job Type: Full-time Pay: $75,000.00 - $95,000.00 per year Benefits: • Dental insurance • Flexible schedule • Health insurance • Vision insurance Work Location: Remote Apply tot his job Apply To this Job