Outside Representative – Former Educator, Coach

Jobtailor; Champaign (IL); On-site; USD 55,000 - 85,000; Full time

Job summary

Jobtailor in Champaign, IL is seeking a client-focused financial planning and insurance educator who will educate clients on financial planning and insurance options while delivering outstanding service.

You will build lasting relationships, collaborate with a local team, and help clients navigate complex products. A Life Insurance license and FINRA certifications are highly valued or willingness to obtain.

Qualifications

• Strong communication and interpersonal skills.
• Goal-oriented with a desire to succeed.
• Life insurance license and FINRA certifications (or willingness to obtain).

Responsibilities

• Educate clients on financial planning and insurance options.
• Provide excellent customer service and build lasting relationships.
• Collaborate with a local supportive team.

Education

Life Insurance License

FINRA Certifications

Job description

• Educate clients on financial planning and insurance options.
• Provide excellent customer service and build lasting relationships.
• Collaborate with a local supportive team.

Requirements

• Strong communication and interpersonal skills.
• Goal-oriented with a desire to succeed.
• Life insurance license and FINRA certifications (or willingness to obtain).

Core Competencies

Demonstrates expertise in financial planning and insurance education while providing exceptional customer service. Strong ability to build relationships and collaborate effectively within a team environment.

Highest-signal resume keywords

• Strong Communication Skills
• Interpersonal Skills
• Life Insurance License
• FINRA Certifications
• Goal-Oriented

ATS Optimization Keywords

Soft Skills

• Customer Service
• Relationship Building
• Collaboration

Certifications & Qualifications

• Life Insurance License
• FINRA Certifications

Industry Keywords

• Financial Planning
• Insurance Options