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Veritex Community Bank
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$56k-79k (estimate)
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Remote Financial Services Representative
$56k-79k (estimate)
Part Time 2 Weeks Ago
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Primerica - Carlsbad is Hiring a Remote Remote Financial Services Representative

**This is a fully remote position***
Are you ready to enter a rewarding career with an exciting, rapidly growing company? As a Licensed Representative, you will be a driving force in providing exceptional service to our clients. Here’s what you can expect:

  1. Client Education and Support: You’ll be the go-to resource for our clients, helping them navigate our simple sales process. Whether explaining policy options or addressing concerns, your expertise will make a difference.

  2. Sales Skills: Utilize your sales acumen to connect with clients, understand their unique needs, and recommend insurance plans that align with their family’s requirements.

  3. Uncapped Commissions: We believe in rewarding hard work. As a Licensed Representative, you’ll have the opportunity to earn uncapped commissions based on your performance. The sky’s the limit!

  4. Best-in-Class Training: We invest in your success. Access top-notch training programs that equip you with the knowledge and skills needed to excel in your role.

  5. Growth Potential: Our supportive environment fosters growth. Whether you aspire to move up the ladder or specialize in a specific area, we’re committed to helping you achieve your career goals.

If you’re passionate about making a difference, enjoy working with people, and want to be part of a dynamic team, we invite you to join us as a Licensed Representative. Let’s shape the future together! 
Responsibilities:

As a Licensed Representative, you’ll play a pivotal role in our organization. Your day-to-day responsibilities will include:

  1. Needs Analysis and Client Education:

    • Conduct detailed insurance sales needs analysis via phone or Zoom with clients.
    • Educate clients about the differences between term and whole life insurance.
    • Identify matching insurance plans and services that align with clients’ unique situations.
    • Assist clients through the application process.
  2. Sales and Application Completion:

    • Close sales by accurately completing applications.
    • Utilize your sales skills to connect with clients and address their insurance needs.
  3. Collaboration and Support:

    • Work closely with internal support teams, trainers, and customer service representatives.
    • Foster a collaborative environment to ensure seamless client experiences.
  4. Other Duties:

    • Perform any related duties to contribute to the team’s success.

Our Commitment to You:

  1. Growth Opportunities:

    • Join a company where 2/3 of our Leadership team has been promoted from within.
    • Unlock incredible growth potential as you excel in your role.
  2. Continuous Training:

    • Access top-notch training programs to stay informed and up-to-date with industry trends.
    • Regular one-on-one coaching and mentoring from experienced Brokers to enhance your skills.
  3. Clarity and Collaboration:

    • We value your feedback and actively seek ways to improve as a company.
    • Be part of a transparent and collaborative work environment.

Qualifications:

To thrive in this role, you should possess the following core skills and abilities:

  • Must be at least 18 years of age.
  • Successfully pass a background check.
  • Reside in the U.S.

Apply Now:

If you identify with the following traits, we encourage you to apply:

  1. Passionate Salesperson:

    • Thrive in a competitive environment.
    • Love being #1 and enjoy friendly competition.
    • Excited about building commissions.
  2. Entrepreneurial Spirit:

    • Passionate about learning and personal growth.
    • Strive to improve day by day.
    • Willing to share knowledge with others.
  3. Enthusiasm Spreader:

    • Motivate both customers and teammates.
    • Contagiously positive attitude.
    • Love making people’s day!

Ready to shape your future with us? Apply now; let’s make a difference together! 
**Checkout my website for more information:
http://primerica.com/e_vthelen**

Job Summary

JOB TYPE

Part Time

SALARY

$56k-79k (estimate)

POST DATE

04/10/2024

EXPIRATION DATE

07/25/2024

Show more

Primerica - Carlsbad
Remote | Part Time
$70k-98k (estimate)
2 Weeks Ago
Primerica - Carlsbad
Remote | Part Time
$60k-84k (estimate)
2 Weeks Ago
Primerica - Carlsbad
Remote | Part Time
$63k-88k (estimate)
2 Weeks Ago

The job skills required for Remote Financial Services Representative include Customer Service, Leadership, Insurance Sales, Futures, Mentoring, etc. Having related job skills and expertise will give you an advantage when applying to be a Remote Financial Services Representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Remote Financial Services Representative. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Remote Financial Services Representative positions, which can be used as a reference in future career path planning. As a Remote Financial Services Representative, it can be promoted into senior positions as a Sales Representative III - Licensed that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Remote Financial Services Representative. You can explore the career advancement for a Remote Financial Services Representative below and select your interested title to get hiring information.

PFS - Frisco, TX
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If you are interested in becoming a Financial Services Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Services Representative for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Financial Services Representative job description and responsibilities

They arrange meetings with clients, suggest suitable financial products or services based on clients' financial goals and ensure that clients are satisfied with their purchases.

04/04/2022: Riverside, CA

Maintain comprehensive knowledge of all services and products and update all request on development needs.

02/14/2022: Altoona, PA

Provide efficient sales, services to customers and monitor sales for all referral objectives.

02/13/2022: Saint Paul, MN

To provide financial advice, Financial services representatives match financial products to their customers' needs and provide them with appropriate financial advice to help them meet their goals.

02/26/2022: Topeka, KS

A financial service representative provides financial advice and matches financial products with customers' needs and goals.

02/16/2022: Richland, WA

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Financial Services Representative jobs

Financial service representatives can benefit from analytic and customer service skills when establishing and maintaining relationships with clients or when making financial recommendations.

02/19/2022: Olympia, WA

Opt for more than a basic bank account.

03/19/2022: New York, NY

Financial services representatives work with customers and clients on a daily basis, so applicants for this job should have strong customer service skills.

02/16/2022: Frankfort, KY

Soft skills for financial services representative roles can be of help.

02/20/2022: Bradenton, FL

Partner with specialists such a loan officers, business bankers and financial advisors to ensure customers gain access to experts.

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Step 3: View the best colleges and universities for Financial Services Representative.

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