• Use a customer-focused, needs-based review process to educate customers about insurance/financial options.
• Work with the agent to establish and meet marketing goals
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

• Bachelor's degree in finance, economics, accounting, or a related field.
• Must be able to obtain relevant financial service licenses. (Life, Series 6/63/65, SIE)
• Sound knowledge of financial legislation.
• Proficiency in Microsoft Office applications.
• Strong mathematical skills.
• Excellent analytical, organizational, and problem-solving skills.
• Effective communication skills.
• Exceptional customer service skills.

• Salary plus commission/bonus
• Paid time off (vacation and personal/sick days)
• Growth potential/Opportunity for advancement within my office

Flexible work from home options available.