Entry Level Customer Agent

We are looking for ambitious professionals who are eager to help individuals and businesses plan for a secure financial future. This role involves working closely with clients to identify their needs, develop strategic plans, and provide long-term support. If you enjoy problem-solving, strategic thinking, and working with people, this could be the ideal opportunity for you.

Responsibilities: ? Conduct comprehensive financial consultations with clients to assess their needs and goals. ? Develop tailored financial strategies to help clients achieve long-term stability. ? Educate clients on available options and financial planning concepts. ? Maintain ongoing relationships to provide continuous support and plan adjustments. ? Stay up to date with financial industry changes, regulations, and best practices. ? Leverage industry tools and resources to provide data-driven recommendations. ? Work collaboratively with a team of financial professionals to expand business opportunities.

Qualifications: ? A background in finance, business, sales, or customer services is a plus but not required. ? Strong ability to analyze client needs and recommend appropriate solutions. ? Excellent interpersonal skills and a consultative approach. ? Driven, self-motivated, and goal-oriented. ? Ability to manage multiple client relationships and maintain organization.

What We Offer:
? A commission compensation model designed to reward performance.
? Ongoing training, mentorship, and career growth opportunities.
? Comprehensive life insurance
? Access to healthcare, dental, and vision plans exchange
? All-expense-paid incentive trips for top team members
? A flexible work schedule with the ability to manage your own client base.
? Access to a broad range of financial solutions.
? A supportive and growth-focused team environment.

Job Type: Full-time

Pay: $8,000.00 - $14,000.00 per month

Work Location: Remote