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Financial Services Representative

2 months ago

Frisco, Texas, United States Symmetry Financial Group -Simple Solutions Financial Services LLC Full time
Job Opportunity

**About Us**

Symmetry Financial Group - Simple Solutions Financial Services LLC is a leading provider of mortgage protection solutions. We are seeking highly motivated and results-driven individuals to join our team as Mortgage Protection Specialists.

Job Summary

We are looking for individuals who are passionate about helping families protect their largest asset: their ability to make an income. As a Mortgage Protection Specialist, you will be responsible for:

  • Setting appointments with potential clients to discuss their mortgage protection needs
  • Researching and customizing options to meet the financial needs of clients
  • Meeting with clients to present options and help them apply for coverage
  • Following up with insurance carriers to facilitate client applications

Responsibilities

As a Mortgage Protection Specialist, your primary responsibilities will include:

  • Setting appointments with potential clients to discuss their mortgage protection needs
  • Researching and customizing options to meet the financial needs of clients
  • Meeting with clients to present options and help them apply for coverage
  • Following up with insurance carriers to facilitate client applications
  • Providing exceptional customer service and building strong relationships with clients

Requirements

To be successful in this role, you will need:

  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Strong research and problem-solving skills
  • Ability to meet sales targets and goals
  • Basic computer skills and proficiency in Microsoft Office

What We Offer

We offer a competitive compensation package, including:

  • Base salary
  • Commission-based sales incentives
  • Opportunities for advancement and professional growth
  • A supportive and collaborative work environment

Work-Life Balance

We understand the importance of work-life balance and offer a flexible schedule that allows you to work from home and set your own hours. This role is ideal for individuals who value flexibility and autonomy in their work.