NEW - Finance Account Manager and Appointment Setter - Work from home

Rowland Investisure; Houston (TX); Remote; USD 10,000 - 150,000; Part time

Job summary

Rowland Investisure is seeking a motivated Finance Account Manager and Appointment Setter for a remote role, focusing on delivering exceptional customer care in the financial services sector. Ideal candidates will possess strong interpersonal skills and the ability to assist clients with financial planning, while benefiting from comprehensive training and a flexible work environment.

Benefits

Flexible work location and hours

In-house training at no charge

Incentive trips around the world

Qualifications

• Candidates with excellent customer service skills.
• Self-motivated individuals committed to professional growth.

Responsibilities

• Engage in helping and educating clients about financial planning options.
• Assist customers with their financial planning needs.

Skills

Customer service

Sales

Marketing

Job description

NEW - Finance Account Manager and Appointment Setter - Work from home

Join to apply for the NEW - Finance Account Manager and Appointment Setter - Work from home role at Rowland Investisure

NEW - Finance Account Manager and Appointment Setter - Work from home

2 days ago Be among the first 25 applicants

Join to apply for the NEW - Finance Account Manager and Appointment Setter - Work from home role at Rowland Investisure

Job Opportunity

We are currently seeking candidates for a position within our esteemed financial services company. This role is available on both a part-time and full-time basis, focusing on delivering exceptional customer care. While the position is in the financial industry, it revolves around engaging with and assisting clients, we prioritize candidates with excellent customer service skills and a genuine willingness to help others. This opportunity offers the flexibility to work remotely via Zoom. It is crucial to note that this is not a call center or sales-oriented role, but rather hands on experience must come from your own warm market in the beginning during training, eliminating the need for outbound prospecting. After you obtain your license and complete the training phase, you would then go on to setting up appointments with genuine leads who have expressed interest in our company.

Job Opportunity

We are currently seeking candidates for a position within our esteemed financial services company. This role is available on both a part-time and full-time basis, focusing on delivering exceptional customer care. While the position is in the financial industry, it revolves around engaging with and assisting clients, we prioritize candidates with excellent customer service skills and a genuine willingness to help others. This opportunity offers the flexibility to work remotely via Zoom. It is crucial to note that this is not a call center or sales-oriented role, but rather hands on experience must come from your own warm market in the beginning during training, eliminating the need for outbound prospecting. After you obtain your license and complete the training phase, you would then go on to setting up appointments with genuine leads who have expressed interest in our company.

Successful candidates will be self-motivated individuals with the ability to collaborate with diverse groups of people. They should exhibit strong team-building skills and thrive in overcoming challenges, demonstrating an ongoing commitment to personal and professional growth.

Prior experience in the financial industry is not mandatory, as we primarily value candidates' social and interpersonal skills. We provide a comprehensive training program to fully equip new associates for the responsibilities of the position.

About Our Industry

The financial services industry has recently been recognized as the #1 growing career by the U.S. Department of Labor.

At Rowland Investisure , we are on a mission to service and protect the assets of 100 million families by 2030. As the fastest growing wealth management company in the US, we are changing the ways of the traditional financial industry. We can guarantee success for clients and aid them in achieving their ideal financial future with a sector-led approach.

As a cornerstone of our company, we have the Fulfillment Formula, guiding our agents to their respective success in their Faith, Family, Finance, Fitness, and Fun. We strive to improve on each one of these points every day in our organization. This includes incentive trips around the world, as well as a team trip every year.

Complementary training is completed in-house 2 to 3x per week at no charge to equip you with the necessary skills to take care of clientele properly as well as boost our agent's own financial literacy.

Responsibilities

In this role, professionals will engage in helping and educating individuals about their financial planning options. The beauty of our industry is its remote work capabilities, allowing flexibility in work location and hours. The position involves guiding and assisting customers with their financial planning needs. This includes areas such as mortage protection, child headstart plans, retirement plan rollovers, investments, life insurance products, annuities, college plans, and more. Daily activities may involve assisting individuals with retirement planning, college planning, long-term care, life insurance, and more. A substantial percentage of the U.S. population lacks guidance in these areas, presenting an opportunity to make a meaningful impact.

Desirable Experience

• Customer service
• Sales
• Marketing
• Accounting
• Managerial/leadership/entrepreneurial roles
  
  

Employment Type And Compensation

1099 employee / Commission-based, minimum wage $10,000 month

In this role, professionals will engage in helping and educating individuals about their financial planning options. The beauty of our industry is its remote work capabilities, allowing flexibility in work location and hours. The position involves guiding and assisting customers with their financial planning needs. This includes areas such as retirement plan rollovers, investments, life insurance products, annuities, college plans, and more. Daily activities may involve assisting individuals with retirement planning, college planning, long-term care, life insurance, and more. A substantial percentage of the U.S. population lacks guidance in these areas, presenting an opportunity to make a meaningful impact.

We are an equal employer opportunity!

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Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Part-time

Job function

• Job function

  Sales and Business Development

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