Sales – Financial Services Representative ( Partially Remote)

  • Company:
    KP Financial Professional
  • Location:
  • Salary:
    negotiable / month
  • Job type:
    Full-Time
  • Posted:
    20 hours ago
  • Category:
    Business

Job Description

We are seeking a Financial Services Representative to join our team! Looking for candidates to put through trainee/apprenticeship program. Currently all duties are performed on a remote from home basis due to co-vid restrictions. In the future there will be some in office and in person meetings with clients required.

Responsibilities:

  • Work as a part of my team assisting individuals and families with all of their financial needs including but not limited to investments/savings and personal insurance
  • Handle customer inquiries
  • Provide information about the products and services
  • Document and update customer records based on interactions
  • Develop and maintain a knowledge base of the evolving products and services

Qualifications:

  • Previous experience in customer service, sales, or other related fields (preferred not required)
  • Ability to build rapport with clients
  • Ability to prioritize and multitask
  • Positive and professional demeanor
  • Excellent written and verbal communication
  • Need to be willing to obtain life insurance and accident sickness license

This position is commission based with unlimited income potential.

Full details will be provided to those who are selected for interview. Both Full time and part time options available.

Click 'APPLY NOW" for consideration!