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Financial Services Representative

Posted 2 hours ago
0-2 years experience
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AI Summary

The representative will conduct warm sales calls to provide life insurance and accidental benefit guidance to veterans and their families. They are also responsible for maintaining ongoing member communication, managing the application process, and providing post-policy support.

 

We are looking for enthusiastic individuals who are passionate about serving others. We serve veterans and their families by providing them with expert guidance and support in navigating their life insurance and accidental benefit options. You will play a vital role in helping members secure the coverage they need to protect their loved ones and their legacies. This is an exciting opportunity to make a meaningful difference while enjoying the flexibility of working from home. Never been in the insurance industry before? That's ok! We walk you through the entire process!



What We Can Offer You:

  • ALWAYS Remote
  • 100K+ Earning Potential
  • Weekly Pay
  • Health Insurance Premium Reimbursement
  • All Warm Leads Provided
  • No Overhead Cost Expenses
  • Top Agent Performance Incentives Programs
  • Membership in OPEIU Local 277
  • Stability of a 70-year-old organization that thrives on Member Satisfaction and Legendary Service.


Responsibilities:

  • Making daily warm sales calls from our large membership database
  • Identifying the financial needs of our members and translating the importance and benefits of supplemental benefits products
  • Provide excellent customer service and maintain retention
  • Maintain ongoing communication with members throughout the application process, providing updates, addressing any concerns or questions, and offering support as needed.
  • Provide ongoing support after their policies are in place, including policy reviews, beneficiary updates, and claims assistance.
  • Adhere to all regulatory requirements and ethical standards governing the sale and servicing of life insurance policies.

Required Skills

  • Be an effective communicator both written and verbal
  • Have computer experience, organizational and time management skills
  • Self-motivated and detail-oriented
  • Sales experience is highly preferred
  • Ability to qualify for a Life Insurance License
  • Possess a competitive sales drive
  • Excellent problem-solving & critical-thinking skills
  • Ability to work independently and in a team setting
  • Ability to be coachable & implement constructive criticism

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