Financial Services Remote Sales Consultant
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financial
financial services
remote
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financial
sales
insurance
wealth
life insurance
family
income
February 28, 2023
Remote Jobs
Scottsdale, Arizona
Financial Services Remote Sales Consultant
Must be authorized to work in the US, no work visas offered at this time
Organization Description:
Come join our inner circle here at Perpetual Wealth Group Agency where leadership, powerful influence, confidence, a strong work ethic, and discipline will open the doors to help you achieve financial freedom and pass down a legacy to your family for generations to come.
You deserve to have your hard work finally pay off. Come and experience our proven, predictable, no-fail system which has created incredibly successful life insurance agents across the nation. Agents that have followed our proven system have earned up to $100k in their first year.
We are looking for people who have a strong desire to build something which will generate the following:
* Strong compensation
* A legacy for your family
* Generational wealth
* Passive income
* And TIME FREEDOM
Job Details:
This position entails booking appointments with families who've shown interest in receiving information to protect their financial future and acting as consultants to help guide them in the right direction. The candidate that best fits this position is someone who is self driven, has excellent time management skills, is a team player, has an entrepreneurial spirit, and is coachable.
Compensation is 100% commission only. No base salary/No income ceiling.
Responsibilities:
Determine clients' particular needs and financial situations by scheduling appointments; determining the extent of present coverage and investments; ascertaining long-term goals.
Develop a coordinated protection plan for clients by calculating and quoting rates for immediate coverage and long-term strategy implementation.
Meets with prospective clients either virtually or in-home to present coverage options that fit the client's best interest.
Obtain underwriting approval by completing an application for coverage.
Completes coverage by delivering policy; planning future follow-up visits and evaluations of client needs.
Provide continuing service by processing changes in beneficiary and policy loan applications as needed.
Provide death benefits by delivering policy proceeds and reassessing client needs.
Update job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
Enhance agency reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.
Requirements:
- Meeting sales goals
- Self-motivated
- Growth mindset
- Coachable
- Ability to communicate effectively
- Time management skills
- Ability to deliver client-focused solutions
- Organization skills
- Dependability
- Basic computer skills
- Must have access to a computer, smartphone, and Wi-Fi
- BS degree preferred
- Life insurance license or willing to get a life insurance license.
Perpetual Wealth Group Agency | Regional Sales Manager
No agent's success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and no particular results are guaranteed. Your level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system and engage with our lead system, and the insurance needs of the customers in the geographic areas in which you choose to work.
SFG0046389
Must be authorized to work in the US, no work visas offered at this time
Organization Description:
Come join our inner circle here at Perpetual Wealth Group Agency where leadership, powerful influence, confidence, a strong work ethic, and discipline will open the doors to help you achieve financial freedom and pass down a legacy to your family for generations to come.
You deserve to have your hard work finally pay off. Come and experience our proven, predictable, no-fail system which has created incredibly successful life insurance agents across the nation. Agents that have followed our proven system have earned up to $100k in their first year.
We are looking for people who have a strong desire to build something which will generate the following:
* Strong compensation
* A legacy for your family
* Generational wealth
* Passive income
* And TIME FREEDOM
Job Details:
This position entails booking appointments with families who've shown interest in receiving information to protect their financial future and acting as consultants to help guide them in the right direction. The candidate that best fits this position is someone who is self driven, has excellent time management skills, is a team player, has an entrepreneurial spirit, and is coachable.
Compensation is 100% commission only. No base salary/No income ceiling.
Responsibilities:
Determine clients' particular needs and financial situations by scheduling appointments; determining the extent of present coverage and investments; ascertaining long-term goals.
Develop a coordinated protection plan for clients by calculating and quoting rates for immediate coverage and long-term strategy implementation.
Meets with prospective clients either virtually or in-home to present coverage options that fit the client's best interest.
Obtain underwriting approval by completing an application for coverage.
Completes coverage by delivering policy; planning future follow-up visits and evaluations of client needs.
Provide continuing service by processing changes in beneficiary and policy loan applications as needed.
Provide death benefits by delivering policy proceeds and reassessing client needs.
Update job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
Enhance agency reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.
Requirements:
- Meeting sales goals
- Self-motivated
- Growth mindset
- Coachable
- Ability to communicate effectively
- Time management skills
- Ability to deliver client-focused solutions
- Organization skills
- Dependability
- Basic computer skills
- Must have access to a computer, smartphone, and Wi-Fi
- BS degree preferred
- Life insurance license or willing to get a life insurance license.
Perpetual Wealth Group Agency | Regional Sales Manager
No agent's success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and no particular results are guaranteed. Your level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system and engage with our lead system, and the insurance needs of the customers in the geographic areas in which you choose to work.
SFG0046389
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