P. R. Financial is an independent marketing organization (IMO) in the financial services industry; specifically in the insurance marketplace. We serve clients by acting as their independent advisor and broker for products in life insurance, health insurance, retirement, annuities, Medicare, senior benefits, and more. P. R. Financial is remaking the industry for agents by agents. Each agent owns their book of business. We would love for you to join us!
Our approach is simple. We believe in our people, we provide them a platform, we train them how to be amazing, mentor them into maturity, and cheer them on the way to becoming our partners. We want partners, not employees. Apply today!
Job Responsibilities:
- Evaluate new customers' insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectations.
- Provide warm and professional customer service while onboarding new clients and maintain existing clients, including booking appointments, inquiry response, insurance eligibility, claim submissions, questions concerning billing, and insurance policies.
- Ensure all paperwork is up to date while maintaining records and bookkeeping.
Job Qualifications:
- Great interpersonal, communication, leadership, and management skills
- Must be 18 years or older
- Active driver's license
- Must be coachable, detail-oriented, and a team player.
- Possesses outstanding interpersonal and communication skills.
- An active Life Health insurance license is a strong bonus but not required.
- Previous customer service preferred
Job Type: Full-time
Pay: $71,078.00 - $155,108.00 per year
Benefits:
- Flexible schedule
- Work from home
Requires age 18+, active driver's license, strong communication and leadership skills, coachability, attention to detail, and teamwork. Life and health insurance license preferred but not required.
Key Responsibilities
- evaluating insurance
- serving clients
- maintaining records
Job Details
- Category: Finance and Accounting
- Seniority: Mid Level
- Commitment: Full Time
- Workplace: Remote — Wake Forest, North Carolina, United States
- Salary: USD 71,078 – 155,207 / year
- Languages: English
About P. R. Financial
An independent marketing organization providing insurance and financial product advisory services. — Industry: Finance