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Financial Services Consultant / Trainee (Remote)

Hay Hierarchy Financial Services Remote
financial financial services remote financial insurance team existing clients advisor selling insurance policies clients needs complaints networking
January 20, 2023
Hay Hierarchy Financial Services
San Antonio, Texas
FULL_TIME
Job Description

We are seeking a Financial Advisor/ Insurance Agent to join our team! You will be responsible for expanding the company's book of business by selling various types of insurance policies to new and existing clients.

Write your own paycheck and bonus!!!!!

Responsibilities:

Present Financial knowledge and other resources our company offers to new and existing clients
Develop and calculate suitable plans based on clients' needs
Resolve client inquiries and complaints
Expand business reach through networking techniques
Qualifications: (See DealBreaker Questions)

US Citizen.

Resume required.

Ability to build rapport with clients, excellent customer service skills
Clear written and verbal communication skills

Bilingual a plus but not required
Previous Financial Consultant (licensed), Broker Licenses (but not required)

No experience? If you are coachable and committed, we pay training and licensing.

Our Mission

To help families become properly protected, debt free, & financially independent. We do this through educating our clients & putting together complimentary & customized financial game plans. We have a positive & encouraging environment with a culture of growth for our agents. We are looking for more like minded, hard working, self motivated and entrepreneur minded individuals to compliment our existing team.

Company DescriptionWe are a financial services company that offer families knowledge in finances, so they can become debt free. while still ensuring they and their family are financially secure now and for the futures.

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