What are the responsibilities and job description for the Financial Services Representative position at Lumina Financial Solutions?
Lumina Financial Solutions empowers life insurance agents to build businesses they love, create lasting legacies, and maintain flexible lifestyles for their families. Founded in 2022 by Alyssa Marshall, Lumina aims to provide a supportive, female-driven community that offers mentorship and promotes ownership. With a commitment to 100% remote work freedom, Lumina helps agents grow businesses that provide freedom and flexibility while impacting lives positively.
This is a contract remote role for a Financial Services Representative. The Financial Services Representative will engage in various day-to-day tasks, including assisting clients with their financial needs, providing investment advice, selling and managing insurance policies, and delivering exceptional customer service.
- Experience in Finance and Financial Services
- Knowledge of Investments and Insurance
- Strong Customer Service skills
- Excellent communication and interpersonal skills
- Ability to work independently and remotely
- Relevant certifications or licenses in financial services are a plus
- A Bachelor's degree in Finance, Business Administration, or a related field is beneficial
