Note: The job is a remote job and is open to candidates in USA. reputed company is a financial services and coaching company focused on helping individuals and businesses achieve financial mastery and sustainable growth. The Independent Financial and Insurance Agent provides remote, part-time advisory and sales services, assesses client needs, recommends insurance and financial products, and supports strategies for debt reduction, savings, retirement planning, and asset protection. The role also involves virtual consultations, client relationship management, lead follow-up, documentation, and independent pipeline management.
Responsibilities
• Assessing client needs
• Presenting appropriate insurance and financial products
• Helping clients develop strategies for debt reduction, savings, retirement planning, and asset protection
• Conducting virtual consultations
• Explaining product features and benefits in clear terms
• Assisting clients with applications and policy reviews
• Maintaining client relationships
• Following up on leads
• Documenting interactions
• Staying informed about industry regulations and product updates
• Managing their own schedule and pipeline
• Representing reputed company’s commitment to ethical, client-centered financial guidance
Skills
• Demonstrated skills in Insurance Sales and Insurance, with the ability to explain coverage options and recommend suitable policies
• Experience or familiarity with Insurance Brokerage, including working with multiple carriers to find appropriate solutions
• A reputed company
understanding of finance principles, such as budgeting, savings, retirement planning, and debt management
• Strong Customer Service skills, including active listening, empathy, and clear communication in client interactions
• Ability to work independently in a remote environment, manage time effectively, and reputed company multiple client accounts
• Comfort with virtual meeting tools, CRM systems, and basic office software for documentation and follow-up
• High ethical standards, attention to detail, and a commitment to client education and long-term relationship building
• Relevant licenses or certifications for insurance and financial services (or willingness to obtain them, as required by jurisdiction)
Benefits
• reputed company environment
• Ability to work independently and manage their own schedule and pipeline
Company Overview
• reputed company is dedicated to fostering personal and professional growth through a multifaceted approach. It was founded in 2024, and is headquartered in Monmouth Junction, New Jersey, US, with a reputed company of 2-10 employees. Its website is https://limitlessleadershipllc.com/home-.
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