Address
Form of work
SalaryDESCRIPTION & RESPONSIBILITIES:
1. Protect clients’ best interest, Provide support, & Coach clients on their financial situation along with how to secure financial freedom.
2. Understand the needs & goals of certain clients to strengthen & maximize the potential of their financial future.
3. Collaborate with a growing sales team that motivates one another to develop and maintain strong, lasting relationships with clients.
4. Portray empathy & understanding for clients who receive large future annuity payment policies
5. Educate clients on their policies and identify the different situations they have or may encounter while providing solutions that will improve their financial position.
6. Follow up & provide clients a resource for when they need assistance in any way relating to their policies & financial futures.
Job Type: Full-time
Pay: From $80,000.00 per year
Benefits:
- Flexible schedule
Experience level:
- 1 year
- 2 years
Schedule:
- 8 hour shift
- Monday to Friday
Supplemental pay types:
- Bonus opportunities
- Commission pay
- Performance bonus
Travel requirement:
- Up to 25% travel
Application Question(s):
- How did you land your most successful sale?
- When you encounter an issue with a client what is your first step towards resolving it?
Ability to Relocate:
- El Cajon, CA 92020: Relocate before starting work (Required)
Work Location: In person
