About us
We are dedicated to empowering families with comprehensive financial literacy, a mission that we pursue with unwavering professionalism and agility. Our goal is to equip each family with the knowledge and tools necessary to achieve financial stability and success, ensuring that these benefits are passed down through generations . We believe in the transformative power of financial education and are committed to delivering these insights with the utmost passion and excellence, creating a brighter and more prosperous future for all.
Our work environment includes:
- Modern office setting
- Work-from-home
Overview: Wealth For Generations is seeking an Entry Level Representative to join our team in the financial industry. This role involves helping families build generational wealth through life insurance solutions. We offer comprehensive training, and all study and Pre - licensing fees will be covered if you do not already have your insurance license.
Responsibilities:
- Understand clients' financial goals and create customized life insurance plans.
- Educate clients on life insurance benefits and features. - Develop strategies to help clients achieve long-term financial security.
- Assist clients with life insurance applications and the underwriting process.
- Maintain strong client relationships through regular communication and excellent service.
- Stay informed about industry trends, products, and regulations.
- Collaborate with team members to achieve company goals and sales targets.
Qualifications:
- High school diploma or equivalent (Bachelor’s degree in finance, business, or related field preferred).
- Previous experience in sales, customer service, or the financial industry is a plus.
- Must be willing to obtain a life insurance license (Pre- licensing fees are covered by the company). ( If not already acquired)
- Strong interpersonal and communication skills.
- Ability to understand and explain complex financial concepts. - Detail-oriented with excellent organizational skills.
- Proactive and self-motivated, leader with a strong work ethic.
- Basic knowledge of financial planning and life insurance products is a plus. - Proficiency in Microsoft Office Suite.
Skills:
- Interpersonal and communication skills - Ability to explain financial concepts - Organizational skills - Proactive and self-motivated
Job Type: Full-time
Pay: $50,000.00 - $100,000.00 per year
Benefits:
People with a criminal record are encouraged to apply
Application Question(s):
- If you do not have your life Insurance license are you willing to obtain it ?
License/Certification:
- Insurance Producer License (Required)
Work Location: Remote