Are you passionate about financial education and looking for a remote opportunity to join a rapidly growing team? We are seeking a committed Financial Educator to enhance our recruitment efforts in the US and Canada. This role involves nurturing relationships with existing clients, converting pre-screened leads, and driving repeat business. The ideal candidate will possess strong influencing skills and a results-driven mindset. If you are eager to maximize your earning potential and advance your career in sales, we encourage you to apply now! Responsibilities: • Develop personalized financial education strategies for each client in various locations to ensure their unique financial needs are met comprehensively • Engage in discussions with potential and current clients to thoroughly assess their specific situations and propose tailored financial solutions • Maintain accurate records, documentation, and organizational systems to track progress toward achieving monthly financial education objectives efficiently • Handle a client portfolio by nurturing existing connections and securing new business through proactive sales methods like networking and outreach • Stay updated on industry developments that could impact clients across different regions Qualifications: • The ideal candidate should demonstrate a keen interest in expanding their knowledge of the insurance sector, encompassing insurance programs, and state and federal regulations affecting policyholders • Strong analytical, communication, and interpersonal skills are essential for this role, with a preference for candidates with a customer service background • Mandatory proficiency in basic computer skills, specifically in utilizing the Microsoft Office suite and Zoom • Knowledge of sales-related software would be advantageous • The successful candidate must either possess an insurance license or be willing to obtain one • Candidates must be either US Citizens who are currently living in the U.S or Canadian Citizens currently living in Canada and must be eligible to secure an insurance license in the U.S and Canada Compensation: $100,000+ Commission Only
• Develop personalized financial education strategies for each client in various locations to ensure their unique financial needs are met comprehensively • Engage in discussions with potential and current clients to thoroughly assess their specific situations and propose tailored financial solutions • Maintain accurate records, documentation, and organizational systems to track progress toward achieving monthly financial education objectives efficiently • Handle a client portfolio by nurturing existing connections and securing new business through proactive sales methods like networking and outreach • Stay updated on industry developments that could impact clients across different regions