Source Job

Canada

  • Conduct virtual consultations with clients to assess their financial needs.
  • Provide tailored solutions and build lasting relationships through periodic check-ins.
  • Complete administrative tasks such as note-taking and appointment setting.

Sales Communication Customer Service Relationship Building Time Management

20 jobs similar to Financial Services Representative

Jobs ranked by similarity.

Global

  • Conduct virtual consultations with clients to assess their financial needs and provide tailored solutions.
  • Build lasting client relationships through consistent check-ins and follow-ups.
  • Complete administrative tasks such as note-taking and appointment setting as needed.

Global Elite Empire Consultants is a third-party recruiter specializing in the financial services industry, helping candidates find roles that secure families' financial well-being. The company fosters a culture of flexibility, mentorship, and performance-based growth, with a focus on remote work and team collaboration.

US

  • Conduct virtual consultations with clients to assess their financial needs.
  • Provide tailored solutions and educate clients on insurance products.
  • Maintain ongoing relationships through regular check-ins and follow-ups.

Global Elite Empire Consultants is a recruiting firm that connects individuals with remote insurance sales roles. They are a small, motivated team that values hard work and adaptability.

Global

  • Converse virtually with clients to weave financial strategies that empower.
  • Cultivate client bonds that stand the test of time.
  • Ride the crest of industry trends to fortify your knowledge.

Global Elite Empire Consultants is a third-party recruiter connecting candidates with financial services roles. They offer a remote, energetic team environment with comprehensive training and rapid growth opportunities.

US

  • Work from home with a flexible schedule to balance personal and professional life.
  • Provide exceptional customer service and lead teams to achieve outstanding results.
  • Access mentorship opportunities for professional growth and development.

Global Elite Empire Consultants is a third-party recruiting firm that connects professionals with insurance industry opportunities. They foster a supportive, flexible culture with a focus on work-life balance and mentorship.

Global

  • Conducting virtual consultations with clients to assess their needs.
  • Cultivating lasting client relationships through consistent, periodic check-ins.
  • Completing related administrative tasks like note taking and appointment setting.

Global Elite Empire Consultants is a tech-driven organization that helps individuals and teams grow through virtual client consultation and lead programs. They are a third-party recruiter with a focus on mentorship, complete training, and performance-based advancement.

Canada

  • Work with warm leads who have already expressed interest
  • No cold calling, work from home
  • Paid based on results, not hours

Global Elite Empire Consultants is a third-party recruiting firm that connects clients with insurance services. The company offers a remote work environment with uncapped earning potential and ongoing support.

Global

  • Speak with pre-qualified clients who have requested help understanding their financial protection options.
  • Guide clients through a simple enrollment process and build long-term relationships and portfolios.
  • Work in a remote, flexible environment with performance-based income and clear leadership growth paths.

They are a recruiting firm that connects individuals with remote sales opportunities, providing pre-qualified leads and training. They cultivate a supportive, coachable culture with flexible, performance-based income.

US

  • Guide warm leads through their options and help them get set up.
  • Enjoy no income cap and no cold calling while working from home.
  • Receive full training, ongoing support, and paid results instead of hours.

Global Elite Empire Consultants connects clients with insurance and benefits solutions through a remote, results-driven model. They are a small recruiting firm that fosters a coachable, growth-oriented culture.

  • Speak with interested clients about their benefit options.
  • Walk clients through simple options and help them get set up.
  • Work remotely with flexible hours and performance-based income.

Global Elite Empire Consultants is a third-party recruiter that helps connect clients with benefit options. The company operates remotely and seeks motivated individuals to work independently.

US

  • Identify client needs and recommend tailored insurance solutions
  • Develop and maintain strong client relationships through networking and referrals
  • Follow up with prospects to close sales and ensure customer satisfaction

GIA Legacy Planning is a client-focused insurance agency that provides personalized insurance solutions. They offer a supportive culture built on integrity, mentorship, and professional growth.

US

  • Conduct consultative sales conversations with clients to understand their insurance needs.
  • Manage the sales process from lead follow-up to closing without cold calling.
  • Build and maintain strong client relationships through professional communication and follow-through.

The company assists clients in making informed decisions regarding health and life insurance. It is a supportive organization that emphasizes training and career growth for its sales team.

$19–$21/hr
US Canada

  • Guide engaged users through the insurance purchasing process with no cold-calling required.
  • Simplify the process by helping customers compare over 55 insurance companies to find the best fit.
  • Close deals by finalizing new policies and providing an incredible customer experience.

Jerry is building the first AI agent to manage physical assets, starting with car insurance and expanding into home, motorcycle, RV, and beyond. We've reached 5M+ customers, raised $240M+, and have been profitable since 2024 with offices in Palo Alto, New York, Chicago, and Toronto.

$150,000–$200,000/yr
US

  • Connect with clients over phone and Zoom to help families find the right life insurance coverage.
  • Work warm inbound leads plus outbound opportunities to build income faster.
  • Manage your own schedule while hitting consistent daily production goals.

Meron Financial Agency helps families find life insurance coverage through a remote, performance-based career model. They are expanding their remote team and seek self-motivated agents to build a career from home with a proven system and warm leads.

Canada

  • Work remotely to help families secure their financial futures through ethical financial services.
  • Uphold the highest standards of integrity and transparency in all client interactions.
  • Grow with a company that values your potential and provides advancement opportunities.

We are a third-party recruiter connecting dedicated individuals with financial services positions aimed at protecting families. We value integrity and compassion, offering a remote work environment with opportunities for growth.

Global

  • Work with warm leads to guide clients through their options and help them get set up.
  • Enjoy a remote work environment with no cold calling and no income ceiling.
  • Earn based on your results, not hours, with training and ongoing support provided.

Global Elite Empire Consultants is a third-party recruiter that helps individuals find career opportunities with no income cap and no cold calling. The company operates remotely, providing training and ongoing support to its consultants.

US

  • Identify client needs and recommend tailored insurance solutions.
  • Develop and maintain strong client relationships through networking and follow-ups.
  • Educate clients on policies and stay informed about industry trends.

GIA Legacy Planning is a dynamic, client-focused insurance agency specializing in personalized insurance solutions for families and businesses. The company culture emphasizes integrity, mentorship, and professional growth.

Global

  • Speak with interested clients about their benefit options.
  • Walk them through simple options and help them get set up.
  • Work remotely with flexible hours and performance-based income.

Global Elite Empire Consultants is a third-party recruiter helping clients with benefit options. They foster a culture of remote work, flexible hours, and performance-based income with no cap.

Canada

  • Sell and promote travel insurance products to meet customer needs.
  • Manage inbound and outbound calls while building strong customer relationships.
  • Achieve quarterly sales targets and deliver an exceptional customer experience.

This partner company provides travel protection solutions to individuals. The size and culture are not specified, but the organization offers a supportive remote environment with training and career development opportunities.

$19–$21/hr
US Canada

  • Answer inbound calls from customers who have already started their insurance search in the app.
  • Simplify the process by helping customers compare 55+ insurance companies to find the best fit.
  • Close the deal by guiding customers to finalize their new policy on the spot.

Jerry is an AI-powered app that helps car owners save on insurance, repairs, and loans, acting as a trusted friend for managing assets. Since 2019, they have grown to over 5 million customers, raised $240M+, and been profitable since 2024, with a fully remote team.

US

  • Speak with clients over the phone or Zoom to help families choose life insurance coverage.
  • Work both warm inbound leads and warm lead opportunities with no cold calling.
  • Track daily activity, attend training, and improve sales skills to maximize earnings.

Meron Financial Agency is expanding in the Houston market, providing insurance solutions through inbound and outbound leads. The agency offers step-by-step training, mentorship, and access to over 60 insurance carriers in a performance-based culture.