Financial Services Agent Role

4 days ago


Aurora, Illinois, United States WSB Full time

As a Financial Services Agent at WSB, you'll play a key role in educating clients on insurance and financial products. With a focus on building relationships and providing exceptional customer service, you'll thrive in this dynamic environment.

To succeed in this position, you'll need:

  • High quality communication skills
  • Efficient use of Microsoft Office tools (Excel, Word, PowerPoint) and Zoom
  • Excellent customer service skills
  • Able to manage your work schedule independently
  • Commitment to weekly training sessions

We offer a comprehensive onboarding program, business platforms, and competitive compensation, ensuring your success in this role.



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