(Remote) Entry Level - Financial Services Consultant
About Us:
At TDG, we make life insurance easy and stress-free. We use technology, expert advice, and a personal touch to help families protect their loved ones. For over 20 years, weve worked with trusted companies like Mutual of Omaha, Transamerica, and BlueCross BlueShield. As our industry grows, were looking for passionate people to help more families find the right insurance.
Job Description:
We are seeking a motivated and customer-focused individual to join our team as a Financial Services Representative. In this entry-level, remote role, you will be assisting and advising clients with their insurance and financial product needs from the comfort of your own home. This is an excellent opportunity to launch a rewarding career in the financial services industry with the flexibility of a remote position!
Responsibilities: Provide outstanding customer service to existing and potential clients via phone, email, and online chat. Assist clients with understanding their insurance options (home, life, health, ancillary). Identify and assess customer needs, offering appropriate solutions. Help clients complete applications and process paperwork electronically. Maintain accurate client records and update databases. Work collaboratively with our sales team in a virtual environment.
Requirements: High school diploma or equivalent. Excellent communication and interpersonal skills. Strong work ethic and a desire to learn. Reliable internet connection and a dedicated workspace. Must obtain a Life and Health insurance license (We will provide support and resources to help you achieve this!)
Benefits:
Comprehensive training and development program.
Opportunity for professional growth and advancement.
Competitive compensation program
Supportive and collaborative team environment.
Flexibility and work-life balance with a remote position.
Mentorship from Industry experts
Growth potential both personal and professionally
Job Types: Full-time, Part-time, Internship
Pay: $400.00 - $1,200.00 per week
Expected hours: 15 40 per week
Benefits:
Flexible schedule
Referral program
Compensation Package:
Bonus opportunities
Commission pay
Stock options
Location:
United States (Required)
Work Location: Remote
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