Financial Services Representative

Byer Agency; Town of Texas (WI); Remote; USD 10,000 - 60,000; Part time

Job summary

An innovative agency is seeking a motivated Financial Services Representative to join their remote team. In this part-time role, you'll provide essential financial services and manage client investments while ensuring excellent customer service. The company is committed to financial education and offers term life insurance, making a positive impact in the lives of many. If you have a passion for finance, strong communication skills, and the ability to work independently, this opportunity could be the perfect fit for you. Join a supportive team that values your contributions and helps you grow in your career.

Qualifications

• Strong finance and investment skills are essential for this role.
• Excellent communication and interpersonal skills are required.

Responsibilities

• Provide financial services and manage investments for clients.
• Handle customer service inquiries and deal with insurance matters.

Skills

Finance and Investments

Customer Service

Insurance Knowledge

Communication Skills

Interpersonal Skills

Independent Work

Job description

Our founders recognized the pressing need for their friends, family, and community members to have access to financial education and the right financial solutions that could help them live better lives and prepare for the future. Our company only offers term life insurance because we believe – and many experts agree – that term offers the most income protection at an affordable price. We are the second largest issuer of term life insurance coverage in North America, insuring approximately 5.7 million people through our life companies.

Role Description

This is a part-time remote role for a Financial Services Representative at Byer Agency. The Financial Services Representative will be responsible for providing financial services, managing investments, handling customer service inquiries, and dealing with insurance matters.

Qualifications

• Finance and Investments skills
• Experience in Financial Services
• Insurance knowledge
• Excellent communication and interpersonal skills
• Ability to work independently and remotely

Seniority level

Entry level

Employment type

Part-time

Job function

Finance and Sales