Note: The job is a remote job and is open to candidates in USA. The Elmer Agency helps working families protect their futures through financial services and insurance solutions. The Financial Services Specialist follows up with warm leads, conducts needs-based client conversations, helps families compare options, and builds a client portfolio with training and team support.
Responsibilities
- Following up with people who recently submitted inquiries
- Having needs-based conversations by phone or Zoom
- Helping families compare options and find what fits them best
- Joining team calls for training and support
- Ongoing product education
Skills
- 1. United States
- No previous experience required
- This role is open to those who are legally authorized to work in the U.S
- Have a quiet home workspace and reliable internet
- Are self-motivated and comfortable working independently
- The work involves life insurance products, so a state insurance license is helpful — but not required to apply
Benefits
- Fully remote work arrangement
- Commission-based income
- Warm leads from people who have already reached out asking for help
- Training program provided; no previous experience required
- Ongoing product education
- Training and support through team calls
- Help obtaining a state insurance license if needed
- Opportunity to build a book of clients of your own
- Opportunity to expand into mentoring and building a team of your own
- Flexible schedule, including the option to work as a main income, a few hours a week, or on the side
Company Overview