Financial Specialists help families eliminate debt and build wealth. They are trusted supports to their clients. Financial Specialists work remotely and make the world a better place by changing families lives.
Responsibilities:
- Connecting with families and understanding their unique financial needs to help them find financial solutions that fit their budget and coverage requirements.
- Reviewing client medical history and prescription history to ensure that the applications your clients apply for are likely to be approved by the insurance carriers.
- Writing and submitting applications for clients accurately and in a timely manner.
- Ensuring that requirements specified by carriers for applications are provided, so applications can be completed successfully and approved.
- Staying in touch with clients periodically to ensure they are pleased with the policies they have started and addressing any questions or concerns they may have.
- Check clients’ current financial situation to ensure the solutions will meet their needs long-ter
Compensation & Training:
- Base hourly pay is determined by the candidate’s experience, qualifications, training, and certifications.
- Candidates who need required training or certifications may receive free training from SkyVillage Financial, wherever possible.
- Qualified candidates may choose a flexible pay structure: higher base hourly pay with a lower commission percentage, or lower base pay with a higher commission percentage.
- Starting pay and available compensation options depend on the candidate’s qualifications, applicable state laws and requirements, and any requirements of the candidate’s school or internship program.
- Final compensation details will be discussed with qualified candidates during the application process.
Requirements:
- Ability to connect with families and understand their unique financial needs.
- No criminal history, as we take the safety and security of our clients very seriously.
- Strong reading, writing, listening, and speaking skills to effectively communicate with clients and carriers.
- Ability to set goals and achieve them.
- Ability to manage your own schedule and prioritize tasks effectively to meet deadlines.
- Ability to manage your own business and take ownership of your success.