Note: The job is a remote job and is open to candidates in USA. Prestige Partners is expanding its team of Financial Services Representatives. The role involves helping individuals, families, and business owners understand financial goals and providing education on retirement planning, insurance, income protection, and long-term financial strategies while developing client relationships.
Responsibilities
- Meet with clients to understand their financial goals and priorities
- Provide education on retirement, protection, and financial planning strategies
- Develop and maintain client relationships
- Conduct client follow-ups and assist with the application process
- Complete required product and industry training
- Participate in team training and professional development
- Maintain accurate client records and communication
- Develop knowledge of financial products and insurance solutions
Skills
- Strong communication and interpersonal skills
- Professional, reliable, and organized
- Comfortable working independently and as part of a team
- Willingness to learn financial products and industry regulations
- Strong interest in client service and relationship development
- Previous financial-services experience is not required
- A Life & Health Insurance License is required to conduct insurance business
- Candidates who do not currently hold the required license must be willing to obtain it
- U.S. residency required
- Previous experience in sales, customer service, business development, management, or financial services is a plus
Benefits
- Structured training, mentorship, and ongoing support
- Structured onboarding and product training
- Ongoing professional development
- Mentorship and leadership support
- Technology and systems for client communication and follow-up
- Opportunities to develop additional responsibility and leadership skills
- Incentive compensation
Company Overview