Financial Services Agent

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 future. In the United States, Canada, and Puerto Rico.

Providing top-level client financial services

If you feel this is a good fit AFTER reading the requirements, you can apply by clicking the link below :

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