Financial Services Agent

Work set-up: 
Full Remote
Contract: 

Offer summary

Qualifications:

High integrity, ethics, and professionalism., Experience in providing excellent client services., Ability to assist clients in selecting suitable products., Must have a valid US state-issued photo ID and obtain state licensing..

Key responsibilities:

  • Provide top-level client financial services.
  • Assist clients with product questions and policy renewals.
  • Handle existing policies and help clients find the best solutions.
  • Attend informational and interview video meetings.

Wildfire Virtual Services, LLC logo
Wildfire Virtual Services, LLC Human Resources, Staffing & Recruiting Scaleup https://www.wildfire-virtual-services-llc.com/
51 - 200 Employees

Job description

This is a remote position.

We are a financial services company specializing in comprehensive health, life and retirement solutions. We provide personalized insurance and financial planning strategies that help individuals and families secure their present and plan confidently for their future. In the United States, Canada, and Puerto Rico.

Providing toplevel client financial services

Required profile

Experience

Industry :
Human Resources, Staffing & Recruiting
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Stress Management
  • Personal Integrity
  • Microsoft Office
  • Computer Literacy
  • Empathy
  • Professionalism
  • Patience
  • Adaptability

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