Financial Services Agent

Work set-up: 
Full Remote
Contract: 
Work from: 

Offer summary

Qualifications:

High integrity, ethics, and professionalism., Experience in client service and financial product advising., Ability to handle stress, adapt to adverse situations, and work under pressure., Must have a valid state-issued US photo ID and obtain a state license..

Key responsibilities:

  • Provide top-level client financial services and personalized insurance solutions.
  • Assist clients with product questions, policies, and renewals.
  • Attend informational and interview video meetings.
  • Maintain high security and technical standards in a home office environment.

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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