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Financial Services Representative

2 weeks ago


San Francisco, California, United States Symmetry Financial Full time

About Clarks Financial Services

CFS provides a unique opportunity to work from home part-time or full-time, offering a flexible schedule that suits your needs. We provide training, support, and 1-on-1 mentorship to our agents, helping you grow and succeed in your career.

Salary and Benefits

Full-time agents put in 5-10 hours on the phone, 10-20 hours running appointments, and 5-10 hours on administrative tasks & training calls. We offer competitive salaries and benefits, including the potential to earn a 5% raise every 2-3 months.

About the Agent Role

As an agent, you'll be responsible for setting up appointments with prospective clients, helping them apply for coverage via Zoom or phone, and maintaining relationships with existing clients. You'll work independently, but with the support of our team, to achieve your goals and succeed in your career.

Skills and Qualifications

  • Results-driven individual with excellent communication skills
  • Self-motivated and able to work independently
  • Passionate about personal development and eager to learn