Financial Protection Consultant
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Job Location:
Monthly Salary:
Experience Required:
Posted on:
19 hours ago
Vacancies:
1 Vacancy
Job Summary
Were hiring individuals interested in helping families make informed protection decisions. This remote commission-based opportunity offers warm leads flexible scheduling and a proven support system. Youll walk clients through personalized assessments and make recommendations based on their goals.
Responsibilities
Conduct needs-based client consultations
Work warm inbound leads
Recommend the best options for each family
Support clients through applications
Maintain follow-up and communication
Requirements
Obtain or hold a state license
U.S. work authorization
Clean background check
Benefits
Ongoing training and mentorship
Carrier access & quoting tools
Remote work flexibility
Required Skills:
Requirements: Must be a U.S. citizen. Strong communication and people skills. Self-motivated disciplined and coachable. Ability to work independently and manage time effectively. Previous sales or customer service experience is a plus but not required (training is provided).
Company Industry
IT Services and IT Consulting
Key Skills
- Sales Experience
- Direct Sales
- Hyperion
- Financial Services
- Financial Concepts
- Banking
- Oracle EBS
- Securities Law
- Peoplesoft
- Oracle
- Financial Management
- Workday
