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A leading financial services company offers a role focusing on virtual client consultations and tailored financial solutions. The opportunity includes comprehensive training and mentorship, with benefits like health insurance and a flexible work-from-home arrangement. Candidates seeking career growth and the ability to work independently are encouraged to apply.
Employer Industry: Insurance and Financial Services
Why consider this job opportunity:
- Opportunity for career advancement and growth based on performance
- No cold calling, with a qualified lead program at no cost to you
- Weekly advances and bonuses, along with lifetime renewals
- Access to industry-leading tools and technology
- Flexible work-from-home arrangement with web conference-based presentations
- Comprehensive benefits including health and life insurance, along with mentorship and complete training
What to Expect (Job Responsibilities):
- Conduct virtual consultations with clients to assess their needs
- Provide knowledge on various financial solutions tailored to clients
- Cultivate lasting relationships with clients through regular check-ins
- Complete administrative tasks such as note-taking and appointment setting
- Participate in conventions and incentive trips to enhance engagement
What is Required (Qualifications):
- Must be passionate, competitive, motivated, dependable, hardworking, adaptable, flexible, and coachable
- Previous experience in a customer-focused role is advantageous
- Ability to work independently and effectively in a virtual environment
- Strong communication skills, both verbal and written
- Willingness to engage in continuous learning and training
How to Stand Out (Preferred Qualifications):
- Background in sales or customer service
- Experience in the insurance or financial services industry
- Familiarity with virtual consultation tools and techniques
- Previous participation in mentorship programs or training initiatives
- A diverse educational background or work experience
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