Company Description

Company Description

Join a dynamic and growing team in the financial services industry, where you’ll have the opportunity to make a meaningful impact on individuals, families, and businesses. Our organization is dedicated to empowering clients with tailored financial solutions and providing exceptional support every step of the way.

Role Description

We are seeking a part-time, remote Financial Services Representative who is passionate about helping others achieve their financial goals. In this role, you will work closely with clients to identify their life insurance and investment needs, offering customized solutions to safeguard their future.

This role also includes the opportunity to earn two Provincial licenses in life insurance and investments, providing a pathway for growth and success in the financial services industry.

Key Responsibilities:

• Build relationships with individuals, families, and businesses to understand their unique financial goals.
• Educate clients about life insurance products, investment options, and other financial solutions.
• Provide tailored recommendations for insurance coverage and investment strategies.
• Manage policy renewals, claims, and client inquiries with professionalism and care.
• Proactively identify and connect with potential clients through prospecting efforts.
• Maintain accurate records using sales software and CRM tools.

Qualifications

• Exceptional communication and relationship-building skills.
• A passion for helping others achieve financial security and success.
• Self-motivation with a drive to grow professionally and earn licenses in life insurance and investments.
• Previous experience in sales, customer service, or financial services is an asset but not required.
• Proficiency in using CRM tools and other sales platforms is a plus.

Why Join Us?

• Remote, flexible work schedule that fits your lifestyle.
• Comprehensive training and support to help you obtain provincial licensing.
• Unlimited earning potential with a performance-driven compensation model.
• The satisfaction of making a positive difference in people’s lives.

If you’re looking for a rewarding career in financial services with opportunities for professional growth, we’d love to hear from you!

Apply now to start your journey toward building a successful and impactful career.