$40K - 70K a year
Educate clients on benefit solutions, present via Zoom, maintain client relationships, and manage portfolios independently.
High school diploma or GED, strong communication skills, ability to pass background check, and self-motivation; finance or sales experience is a plus but not required.
Our agency is expanding and looking for driven professionals to join our growing team! Our firm specializes in financial services and risk management, providing life and supplemental benefit solutions to individuals, families, and small businesses. We’re proud to serve members of thousands of associations and organizations across North America. With a focus in the heavy transportation industry, we provide businesses and families with personalized benefit solutions. Our company provides access to leads generated in-house, world-class systems and support, allowing you to focus on building relationships and delivering valuable benefits to clients. Compensation structure will be discussed during the interview. What We Offer: Comprehensive training and supportPaid weeklyOngoing career advancement with promotion opportunitiesFully covered annual company trip. Previous destinations include Puerto Rico, Cancun, Disney, Las Vegas, Bahamas Your Role: Educate clients on tailored benefit solutionsPresent to clients on Zoom (must have a computer with webcam)Develop and maintain long-term client relationshipsManage client portfolios with accuracy and professionalismWork independently as part of a high-performing team Who We Are Looking For: High School Diploma or GEDStrong communication and relationship-building skillsMust be able to pass a background checkSelf-motivated individuals looking for career growthPrior experience in finance, sales, or business is a plus, but not required NEXT STEPS: The process consists of an initial screening and final interview
This job posting was last updated on 9/16/2025