Note: The job is a remote job and is open to candidates in USA. MITRU & PARTNERS AGENCY is an insurance agency and leadership development organization seeking a Financial Services Representative. The role involves assessing clients’ financial needs, providing tailored insurance solutions, closing sales, managing a pipeline, and maintaining ethical client relationships in a remote environment.
Responsibilities
- Engage with clients virtually to assess their financial needs and provide tailored insurance solutions (life, health, and retirement)
- Utilize consultative selling and objection-handling techniques to close sales
- Collaborate with team members to achieve collective targets while managing your own pipeline
- Participate in ongoing training to stay updated on industry trends and product offerings
- Maintain the highest standards of integrity and ethics in all client interactions
Skills
- • Must-have: Excellent communication, interpersonal, and negotiation abilities
- • Must-have: Self-motivation with an entrepreneurial leadership mindset and a strong desire for financial success
- • Must-have: Proficient computer skills with the willingness to learn new CRM and sales platforms
- • Must-have: The ability to work independently in a remote setup, as well as collaboratively in a team environment
- • Must-have: Openness to obtaining a state insurance license (we provide training and support for this)
- • Must-have: A reliable remote workspace with high-speed internet
- • Preferred: 1–3 years of experience in sales, customer service, or business development (Not mandatory—we train the right attitude!)
- • Preferred: An active Life & Health Insurance License
- • Preferred: Experience with lead generation or cold calling
Benefits
- Uncapped Commission Structure: Start earning vested residual income from day one.
- Flexibility: Choose full-time or part-time hours with 100% remote work.
- Performance Incentives: Bonus opportunities, including qualification for company-sponsored incentive trips.
- Comprehensive Training: Access to ongoing professional development and mentorship.
- Benefits Package: Access to life, health, dental, and vision insurance plans.
Company Overview