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We want people with different backgrounds and work experience, including but not limited to: financial services, business development, hospitality, banking, sales, marketing, management, educators, athletics, legal, communications, real estate, entrepreneurs, military veterans, and community influencers.
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Plan Right Financial is an independent marketing organization (IMO) in the financial services industry; specifically in the insurance marketplace. Backing by PR Financial, an industry leader with a proven track record of success.
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P. R. Financial is an independent marketing organization (IMO) in the financial services industry; specifically in the insurance marketplace. Sales: 2 years (Required) We believe in our people, we provide them a platform, we train them how to be amazing, mentor them into maturity, and cheer them on the way to becoming our partners.
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Provide warm and professional customer service while onboarding new clients and maintain existing clients, including booking appointments, inquiry response, insurance eligibility, claim submissions, questions concerning billing, and insurance policies.
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We serve clients by acting as their independent advisor and broker for products in life insurance, health insurance, retirement, annuities, Medicare, senior benefits, and more. Ensure all paperwork is up to date while maintaining records and bookkeeping.
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An active Life Health insurance license is a strong bonus but not required. Must be coachable, detail-oriented, and a team player. Evaluate new customers' insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectations.
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Great interpersonal, communication, leadership, and management skills. Possesses outstanding interpersonal and communication skills. Each agent owns their book of business. Life Insurance License (Required.
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Life Insurance License (Required) Work Location: In person. Our approach is simple. Active driver's license. P. R. Financial is remaking the industry for agents by agents. We would love for you to join us.
$155,000 a yearFull-timeExpandUpdated 4 days ago
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