Position Details
About this role
This role supports financial advisors by handling inbound calls, providing product information, and assisting with licensing and sales processes in the insurance and financial services industry.
Key Responsibilities
- Answer inbound calls
- Support sales submissions
- Maintain licensing requirements
- Provide product illustrations
- Develop advisor relationships
Technical Overview
Requires knowledge of insurance licensing, FINRA certifications, and financial products support; involves communication and relationship management.
Ideal Candidate
The ideal candidate is an entry-level professional with strong communication skills, a background or interest in insurance and financial products, and the ability to support financial advisors via inbound calls. Licensing in FINRA and life insurance preferred but not mandatory.
Must-Have Skills
Nice-to-Have Skills
Tools & Platforms
Required Skills
Hard Skills
Soft Skills
Certifications
Required
Industry & Role
Clearance & Visa
Keywords for Your Resume
Deal Breakers
Lack of licensing or licensing in progress, Poor communication skills, No customer service experience, Unwillingness to obtain required licenses
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