CoreCrest Financial Group ยท 1 day ago
Entry-Level Financial Consultant
United States
Full-time
Remote
New Grad, Entry Level
Maximize your interview chancesFinancial Services
Hiring Manager
Coretta Montague-Smith
Insider Connection @CoreCrest Financial Group
Get 3x more responses when you reach out via email instead of LinkedIn.
Responsibilities
Prospecting
Generating leads
Presenting and selling life, accident, and health insurance products to potential clients
Providing excellent customer service to existing clients
Helping clients choose the insurance products that best suit their needs
Protecting clients' assets
Helping clients achieve their financial goals
Qualification
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Required
Entrepreneurial mindset
Dedicated to training, learning, and working our systems
State Life, Accident, and Health Insurance license or be willing to obtain it
Demonstrated ability to build and maintain client relationships
Strong organizational, time-management, and prioritization skills
Sales experience, with a proven track record of exceeding targets
Ability to work independently, as well as part of a team
Company
CoreCrest Financial Group
We embody a comprehensive Financial Firm, specializing in strategic investments, wealth management, tax-free strategies, retirement and college planning, long-term care, estate planning, mortgage protection, and an array of financial solutions tailored just for you.
Founded in 2023
201-500 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase
