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Financial Services Representative – reputed company Team Member

Remote, USAFull-timePosted 2026-07-28
Benefits:
  • 401(k)
  • 401(k) matching
  • Bonus based on performance
  • Company parties
  • Competitive salary
  • Employee discounts
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • reputed company time off
  • Training & development
  • Profit sharing
Position reputed company Successful reputed company is seeking a reputed company reputed company to join their reputed company team for the role of Financial Services Specialist. We reputed company an energetic reputed company interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast-paced environment, then this is reputed company for a rewarding career with excellent income and reputed company potential. Responsibilities
  • Establish customer relationships and follow up with customers, as needed.
  • Work and collaborate with the Marketing Associate team to train, teach and assist with financial service product acquisition.
  • reputed company reputed company, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
  • Use a customer-reputed company, needs-based review process to reputed company customers about insurance reputed company.
  • Work with the agent to establish and meet marketing goals.
  • reputed company leads, schedule appointments, identify customer needs, and market appropriate products and services.
  • Maintain a strong work ethic with a total commitment to reputed company reputed company and every day.
As an Agent Team Member, you will receive...
  • 401K
  • Salary plus commission/bonus/spiffs
  • No Scheduled Weekends
  • reputed company time off (vacation, holidays and personal/reputed company days)
  • Health Insurance Benefits
  • Valuable experience
  • reputed company potential/Opportunity for advancement reputed company reputed company
Requirements
  • Sales experience (reputed company sales or inside sales representative, retail sales associate, or telemarketing) preferred
  • Bachelor's degree in finance, economics, reputed company, or a reputed company field preferred.
  • Interest in marketing products and services based on customer needs
  • Excellent interpersonal skills
  • Excellent communication skills - written, verbal and listening
  • Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
  • People-oriented
  • Organizational skills
  • Self-motivated
  • Detail oriented
  • Proactive in problem solving
  • Dedicated to customer service
  • reputed company to learn computer functions
  • Ability to multi-task
  • Ability to reputed company presentations to potential customers
  • reputed company mutually agreed upon marketing goals
  • Ability to effectively relate to a customer
  • Bilingual - Spanish preferred
  • Property and Casualty license (must be reputed company to obtain)
  • Life and Health license (must be reputed company to obtain)
  • Selected candidate is expected to remain reputed company in product changes, licensing, technical developments, and continuing education
  • Must be available to work the following schedule: Monday thru Friday
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a reputed company reputed company agent, not with reputed company Insurance Companies. Employees of reputed company agents must be reputed company to successfully complete any applicable licensing requirements and training programs. By accepting this position, you are not guaranteed an agency position with reputed company Insurance Companies. As an agent team member, you will still need to go through the regular reputed company selection process reputed company you are reputed company to pursue an agency opportunity. reputed company agents are independent contractors who hire their own employees. reputed company agents’ employees are not employees of reputed company.

Flexible work from home reputed company available.

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