American Income Life: AO · 2 days ago

Financial Solutions Specialist (Remote)

Richmond, VA

Full-time

Remote

Entry Level

1+ years exp

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Responsibilities

Engage with clients to understand their financial goals and recommend tailored solutions

Educate individuals and families on the importance of insurance in financial planning

Promote insurance products and services that align with clients’ needs and aspirations

Perform sales activities to connect clients with the right financial solutions

Manage daily operations to ensure seamless client service and operational efficiency

Adapt to changes in the insurance industry while embracing continuous learning opportunities

Communicate effectively with clients to build trust and clarity in every interaction

Collaborate and work effectively in a team environment to deliver exceptional service and achieve collective success

Share creative ideas and strategies to help clients protect their assets and prepare for a secure future

Build long-lasting relationships based on trust, empathy, and excellent service delivery

Qualification

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Client EngagementFinancial ServicesSales ExperienceGoal-Oriented Mindset

Required

A Passion for Helping Others: You genuinely care about improving lives and helping clients achieve financial security and peace of mind

Exceptional Communication Skills: You can connect with people from all walks of life, simplifying complex ideas and building trust effortlessly

Eagerness to Learn and Grow: You have an insatiable desire to expand your knowledge and develop your skills in the insurance and financial services market

A Proactive, Goal-Oriented Mindset: You thrive in a fast-paced environment, enjoy solving problems, and are always focused on delivering the best results for your clients

Preferred

Experience (Appreciated but Not Required): While at least one year of experience in financial services or insurance is a plus, it’s not a must. We value your drive, passion, and willingness to learn

In-Depth Industry Knowledge: Whether you’re starting fresh or have experience, your understanding of the insurance market will set you apart

Background in Sales: Prior involvement in sales or roles that require direct interaction with customers is highly valued