drjobs Financial Services Agent

Financial Services Agent

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1 Vacancy
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Job Location drjobs

Dallas County, TX - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

This is a remote position.

We are a financial services company specializing in comprehensive health life and retirement solutions. We provide personalized insurance and financial planning strategies that help individuals and families secure their present and plan confidently for their the United States Canada and Puerto Rico.

Providing top-level client financial services


Requirements

What to Expect As An Agent


Capabilities of Top Performing Agents for this Program:

Must have highest level of integrity ethics and professionalism

Provide excellent client services

Assist with locating the best product for each client

Handling existing policies and renewals as needed

Assisting clients with product questions

Displays patience empathy a unique ability to manage stress the ability to work under pressure and adapt to adverse situations

Provides knowledgeable friendly and eloquent client service

Experience working with clients to identify the best solution


Agent Requirements

  • Must attend an informational 30-45 min video meeting.

  • Must attend an interview 30 min video meeting with business partner(s).

  • Must have a valid USA photo ID issued by the state you reside in. (NO PASSPORTS ALLOWED)

  • Must obtain and maintain your state license for your state.

  • Must be able to pass both state and federal background checks.


Equipment Requirements


  • Computer skills in Windows Microsoft Office Suits and Basic computer skills.

  • Must have and maintain a high level of security on your home office and computer.

  • Must have high speed internet and be hardwired.



Benefits

  • Set your own hours
  • Work part-time full-time or have a career
  • Own your own business
  • Work/Life Balance
  • Fast promotions


What to Expect As An Agent Capabilities of Top Performing Agents for this Program: Must have highest level of integrity, ethics and professionalism Provide excellent client services Assist with locating the best product for each client Handling existing policies and renewals as needed Assisting clients with product questions Displays patience, empathy, a unique ability to manage stress, the ability to work under pressure and adapt to adverse situations Provides knowledgeable, friendly and eloquent client service Experience working with clients to identify the best solution Agent Requirements Must attend an informational 30-45 min video meeting. Must attend an interview 30 min video meeting with business partner(s). Must have a valid USA photo ID issued by the state you reside in. (NO PASSPORTS ALLOWED) Must obtain and maintain your state license for your state. Must be able to pass both state and federal background checks. Equipment Requirements Computer skills in Windows, Microsoft Office Suits, and Basic computer skills. Must have and maintain a high level of security on your home office and computer. Must have high speed internet and be hardwired.

Employment Type

Full Time

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