Simple Solutions Financial Services LLC ยท 3 hours ago
Financial Consultant
Frisco, TX
Full-time
Remote
Entry Level
$500/mo - $2,000/mo
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Responsibilities
Setting Appointments: 6-8 hours per week: reaching out to potential clients that have previously requested coverage with our company and scheduling a time to meet with them to discuss their mortgage protection coverage
Research: 4-5 hours per week: digging into the information the client provided in order to customize options to meet their financial need in the case of a death or disability
Meeting with Families: 2 days per week: meeting with clients either virtually or in-person (the choice is yours) to present their options, discuss the details of the coverage, and help them apply for coverage
Administrative: 2 hours per week: following up with insurance carriers to facilitate client applications through underwriting
Qualification
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Required
Coachable
Challenge-seeking
Self-disciplined
Growth mindset
Company
Simple Solutions Financial Services LLC
Are you looking for work life balance while making a substantial income? Is working for yourself but not by yourself without a boss to micro-manage you important to you? Our agents participate in meaningful and impactful work while serving in a recession resistant industry.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
John Clayton
CEO and National Business Expansion Director
Company data provided by crunchbase
