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Fully Remote Customer Agent(Entry Level) ID-12829

We?re seeking driven individuals who are passionate about helping people make informed financial choices. As a Financial Representative, you?ll provide expert guidance to clients, offering solutions tailored to their specific financial needs. This role is ideal for someone who enjoys working with people, thrives in a dynamic environment, and wants to build a meaningful career with unlimited income potential.

Responsibilities: ? Develop and maintain relationships with individuals, families, and businesses. ? Assess client needs and present customized financial strategies. ? Conduct meetings?virtually or in person?to explain available options and their benefits. ? Educate clients about financial planning principles and product offerings. ? Stay informed about industry developments and evolving client needs. ? Build a book of business through networking, referrals, and outreach. ? Provide continuous client support, including policy updates and financial reviews.

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Qualifications: ? Experience in consulting, sales, or client service is beneficial but not required. ? Strong ability to communicate complex information in a clear, relatable way. ? A proactive, self-driven approach to meeting goals and helping clients. ? Ability to work independently while also collaborating with a supportive team. ? Excellent organizational and time-management skills.

What We Offer:
? A performance-based commission compensation model with unlimited earning potential.
? Ongoing training, professional development, and mentorship programs.
? Comprehensive life insurance
? Access to healthcare, dental, and vision plans exchange
? All-expense-paid incentive trips for top team members
? A flexible work structure that allows you to build your ideal career path.
? Access to a broad portfolio of financial solutions.
? A dynamic, team-oriented environment with opportunities for growth.

Job Type: Full-time

Pay: $8,000.00 - $16,000.00 per month

Benefits:
? Dental insurance
? Flexible schedule
? Health insurance
? On-the-job training
? Professional development assistance
? Referral program
? Work from home

Work Location: Remote

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...

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