Financial Coach

Overview
We are seeking a motivated and dynamic Junior Brokers to join our team. In this role, you will be responsible for providing exceptional customer service while assisting clients in selecting the best financial services to meet their needs. The ideal candidate will possess strong sales skills, a thorough understanding of customer service, and the ability to analyze client preferences effectively. This position is perfect for individuals who thrive in a fast-paced environment and are passionate about helping others secure their financial future.

Responsibilities

• Engage with clients to understand their financial needs and provide tailored solutions.
• Conduct thorough assessments of client requirements and recommend appropriate insurance products.
• Build and maintain strong relationships with clients through excellent customer service and follow-up.
• Negotiate terms of accounts and ensure clients understand their account options.
• Stay informed about industry trends, policy changes, and new products to provide accurate information to clients.
• Assist with benefits administration and ensure compliance with HIPAA regulations.
• Collaborate with team members to achieve sales targets and enhance overall customer satisfaction.
• Utilize multilingual skills to assist a diverse clientele, ensuring clear communication throughout the sales process.

Qualifications

• Proven experience in insurance sales or a related field is preferred.
• Strong background in customer service with excellent interpersonal skills.
• Ability to analyze client needs and recommend suitable insurance solutions effectively.
• Sales experience in retail or other sectors is a plus.
• Bilingual or multilingual capabilities are highly desirable for effective communication with clients from various backgrounds.
• Knowledge of benefits administration processes is advantageous.
• Familiarity with HIPAA regulations is preferred but not mandatory.
• A valid insurance license may be required based on state regulations.

Join us as we work towards providing our clients with peace of mind through comprehensive financial solutions!

Job Types: Full-time, Part-time

Pay: $60,000.00 - $100,000.00 per year

Expected hours: 10 – 50 per week

Benefits:

• Flexible schedule

Compensation Package:

• Bonus opportunities

Schedule:

• Monday to Friday
• Weekends as needed

Experience:

• Financial planning: 1 year (Preferred)

License/Certification:

• Life Insurance License (Preferred)
• FINRA License (Preferred)

License/Certification:

• Life Insurance License (Preferred)
• FINRA License (Preferred)

Ability to Commute:

• Tampa, FL 33618 (Preferred)

Ability to Relocate:

• Tampa, FL 33618: Relocate before starting work (Preferred)

Work Location: In person

Salary : $60,000 - $100,000