Financial Services Representative
4 weeks ago
We are seeking highly motivated and independent individuals to join our Mortgage Protection team at Simple Solutions Financial Services. As a key member of our team, you will play a crucial role in helping American families protect their largest asset: the ability to make an income.
Our team members enjoy a competitive edge in the industry thanks to our proven system, which includes extraordinary mentorship, training, and support. This allows our agents to succeed and grow in their careers.
Key Responsibilities- Setting Appointments: 6-8 hours per week: scheduling meetings with potential clients to discuss their mortgage protection coverage.
- Research: 4-5 hours per week: customizing options to meet clients' financial needs in the case of a death or disability.
- Meeting with Families: 2 days per week: presenting options, discussing details, and helping clients apply for coverage.
- Administrative: 2 hours per week: following up with insurance carriers to facilitate client applications through underwriting.
We are looking for coachable, challenge-seeking, self-disciplined individuals with a growth mindset. A strong skill set is not the only requirement for this position.
Work-Life BalanceWe offer a healthy balance of work and life, allowing you to maintain a fulfilling personal and professional life. Our work-from-home role is designed to provide flexibility and autonomy.
About UsSimple Solutions Financial Services is a part of the fastest-growing insurance organization in the country. We have been recognized as one of the INC 5000's fastest-growing private companies and have been voted Top Company Culture by Entrepreneur Magazine.
We are committed to providing our agents with the tools and support they need to succeed. If you are a motivated and driven individual looking for a challenging and rewarding career, we invite you to apply.
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