Job Description
Job Opportunity:
We are currently seeking candidates for a position within our esteemed financial services company. This role is available on both a part-time and full-time basis, focusing on delivering exceptional customer care. While the position is in the financial industry, it revolves around engaging with and assisting individuals. We prioritize candidates with excellent customer service skills and a genuine willingness to help others. This opportunity offers the flexibility to work remotely via Zoom, with the added option of working from a nearby branch location. It is crucial to note that this is not a call center or sales-oriented role, as customers are provided, eliminating the need for outbound prospecting.
Successful candidates will be self-motivated individuals with the ability to collaborate with diverse groups of people. They should exhibit strong team-building skills and thrive in overcoming challenges, demonstrating an ongoing commitment to personal and professional growth.
Prior experience in the financial industry is not mandatory, as we primarily value candidates' social and interpersonal skills. We provide a comprehensive training program to fully equip new associates for the responsibilities of the position.
About Our Industry:
The financial services industry has recently been recognized as the #1 growing career by the U.S. Department of Labor.
At Rowland Investisure , we are on a mission to service and protect the assets of 100 million families by 2030. As the fastest growing wealth management company in the US, we are changing the ways of the traditional financial industry. We can guarantee success for clients and aid them in achieving their ideal financial future with a sector-led approach.
As a cornerstone of our company, we have the Fulfillment Formula, guiding our agents to their respective success in their Faith, Family, Finance, Fitness, and Fun. We strive to improve on each one of these points every day in our organization. This includes incentive trips around the world, as well as a team trip every year.
Complementary training is completed in-house 2 to 3x per week at no charge to equip you with the necessary skills to take care of clientele properly as well as boost our agent's own financial literacy.
Responsibilities:
In this role, professionals will engage in helping and educating individuals about their financial planning options. The beauty of our industry is its remote work capabilities, allowing flexibility in work location and hours. The position involves guiding and assisting customers with their financial planning needs. This includes areas such as retirement plan rollovers, investments, life insurance products, annuities, college plans, and more. Daily activities may involve assisting individuals with retirement planning, college planning, long-term care, life insurance, and more. A substantial percentage of the U.S. population lacks guidance in these areas, presenting an opportunity to make a meaningful impact.
Desirable Experience:
· Customer service
· Sales
· Marketing
· Accounting
· Managerial/leadership/entrepreneurial roles
Employment Type and Compensation:
1099 employee / Commission-based, minimum wage $10,000 month
In this role, professionals will engage in helping and educating individuals about their financial planning options. The beauty of our industry is its remote work capabilities, allowing flexibility in work location and hours. The position involves guiding and assisting customers with their financial planning needs. This includes areas such as retirement plan rollovers, investments, life insurance products, annuities, college plans, and more. Daily activities may involve assisting individuals with retirement planning, college planning, long-term care, life insurance, and more. A substantial percentage of the U.S. population lacks guidance in these areas, presenting an opportunity to make a meaningful impact.
We are an equal employer opportunity!
tV2Rhpdmwy
...Job Description Special Education Teachers be the first to land one of Aya Education... ...incredible openings for the upcoming 25/26 school year in Santa Barbara, CA. Special... ...qualified, continued insurance coverage over the summer. A generous 401k match. Licensure,...
...Rang Healthcare is seeking a travel nurse RN OR Circulate for a travel nursing job in Kremmling, Colorado. Job Description & Requirements ~ Specialty: OR Circulate ~ Discipline: RN ~ Start Date: 04/14/2025~ Duration: 13 weeks ~40 hours per week ~ Shift...
...Description Job Description Salary: Outbound Call Center Sales Rep- High Earning Potential! Grapevine Pro is seeking an Outbound... ...for advancement we love to promote from within ~ Medical, Dental, and Vision Insurance options ~ Choose from TWO United health...
...Oral and Maxillofacial Surgery office in Long Beach seeking a back office assistant with some limited front desk coverage as well. We are looking for a team player with high energy, a positive attitude, a strong work ethic, excellent communication skills, and patient focus...
...Lead daily huddles and monthly meetings. Handle payroll reviews and submissions. Input production data into Microsoft Dynamics NAV. Use Microsoft Office for documentation and reporting. Manage employee reviews, disciplinary actions, and incident reporting...