What are the responsibilities and job description for the Broker position at Relentless Financial?
Full job description
Position Overview
*This is a commission role. Pay is based on performance *
We are seeking a knowledgeable and driven individual to join our dynamic team. The ideal candidate will possess a strong people skills, we provide training for the financial services. As a Broker, you will be responsible for teaching clients the benefits of each service, providing clients with expert advice, helping them decide which is best for them. This role requires a great people skills and the desire to learn sales and marketing.
Duties
- Prospecting & Lead Generation – Finding potential clients through networking, referrals, social media, and outreach.
- Client Needs Analysis – Meeting with clients to understand their financial goals, family situation, and protection needs.
- Policy Presentation & Education – Explaining life insurance options (term, whole life, IUL, etc.) in a way clients can understand.
- Application & Underwriting Support – Helping clients complete applications, gathering documents, and guiding them through approval.
- Client Service & Relationship Management – Providing ongoing support, reviewing policies, and helping with claims or adjustments.
Qualifications
- Strong Communication & People Skills – Comfortable talking with new people, building trust, and explaining financial concepts clearly.
- Self-Motivated & Goal-Oriented – Ability to work independently, stay disciplined, and push toward income/production targets.
- Basic Tech/Computer Skills – Comfortable using Zoom, email, and online applications (no prior industry experience required).
Job Types: Full-time, Part-time, Contract
Pay: $2,000.00 - $10,000.00 per month
Expected hours: 10 – 40 per week
Work Location: Hybrid remote in Carrollton, TX 75006
Job Types: Full-time, Part-time, Contract
Pay: $2,000.00 - $5,258.13 per month
Expected hours: 10 – 40 per week
Work Location: Hybrid remote in Carrollton, TX 75006
Salary : $2,000 - $5,258