LICENSED FINANCIAL CONSULTANT
( REMOTE ) Position Available
Duties and Responsibilities:
- All aspects of customer service including, but not limited to answering phones; assisting clients; obtaining contact information; setting appointments; document preparation; reviewing, organizing, and distributing marketing collateral; maintaining database and other confidential files; etc.
Requirements:
- Customer service experience is a plus
- Financial services industry experience is a plus (NOT REQUIRED)
-Ability to pass a background check (REQUIRED)
Get licensed: Life-only & Series 6/63 License (We sponsor and assist you in obtaining your State & Federal licenses)
- Strong data entry and other computer skills using automated systems
- Fluent in English as required for completion of financial documents, Bi-lingual is a plus
Additional characteristics and skills:
- Individuals with strong organization ability who manage time and priorities well.
- Ability to be precise and accurate.
- Communicate effectively, both verbally and written.
- Assertiveness with a tactful, direct approach.
- Exercise critical thinking, problem solving, and good judgement.
- Work well independently and as a member of BCG
- Must maintain strict confidentiality at all times, both in and out of the workplace.
Paid training is provided.
BUSINESS INTERNSHIP
( Remote & Office ) Position Available
Description
Our office is growing and we are looking to bring on a new Business Intern to fit into our close-knit office! As a Business Sales Intern, you will have the chance to learn how to market and tailor our opportunity and products to the individual customers and business’ we serve. To excel in this role, you will need to be energetic, motivated, and ready to let us help you learn the industry and obtain the tools to succeed!
Benefits
* Work Remotely
* Paid training available
* Performance based commission
* Bonus opportunities
* Team building activities
* Opportunity to attend weekly meetings and occasional networking events
* Shadowing, mentoring, and training opportunities with our experienced team of Licensed professionals
* Hands-on Training
* Flexible schedule
* Complimentary Financial Game Plan
* Sponsored Licenses: Life, Mortgage and Investments.
Responsibilities
* Work existing leads, develop new leads, schedule appointments, identify customer needs and market appropriate products.
* Establish client relationships and follow up with customers in a timely manner, so as to provide exceptional and extraordinary services.
* Ensure that all quotes, procedures, and practices are compliant.
* Work independently under the direction of mentors/coaches.
* Multi-task, organized and driven to meet deadlines.
* Assist with statistical analysis and other special projects
* Present data-driven recommendations to the finance team
Requirements
* Clean Background, age 18 +
* Finance, Economics, Psychology or related major
* Strong verbal and written communication skills
* Highly motivated with a genuine willingness to learn, be intuitive, resourceful and be coachable.
* Possess an upbeat, positive and enthusiastic attitude.
* Be a great self-starter with a sense of urgency.
* Ability to create relationships from a cold start.
LIFE INSURANCE AGENT
( Remote ) Position Available
We are seeking an Insurance Agent to join our team! You will be responsible for expanding the company's book of business by selling various types of insurance policies to new and existing clients.
Responsibilities:
Present and sell insurance policies to new and existing clients
Develop and calculate suitable plans based on clients' needs
Resolve client inquiries and complaints
Expand business reach through networking techniques
Comply with insurance standards and regulations
Track and identify areas of improvement
Qualifications:
Previous experience in insurance, customer service, or other related fields
Ability to build rapport with clients
Strong negotiation skills
Excellent written and verbal communication skills
Ability to prioritize and multitask