Financial Services Professional

Job Description

Financial Services Professional | The Jackson Agency

The Tone:
This is a remote position at The Jackson Agency, a rapidly expanding, family-led brokerage firm. The company is dedicated to helping individuals and families protect what matters most and plan for the future, specializing in life insurance, mortgage protection, final expense, and retirement solutions. This role is crucial for engaging with prospective clients, understanding their financial needs, and guiding them towards tailored solutions, all while upholding the agency’s commitment to integrity, service, and a people-first mindset.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: Remote

• Mission: This professional guides clients to tailored financial solutions, specializing in insurance and retirement planning, to help protect their futures.
• Tech Stack: CRM systems, virtual meeting tools (e.g., Zoom)

What You’ll Actually Do
• Client Engagement: Initiate the client engagement process by speaking with prospective clients who have requested information.
• Needs Assessment: Conduct virtual consultations to assess client needs and present relevant financial solutions.
• Client Relationship Management: Build and maintain long-term client relationships through inbound interest and company-supported referral channels.
• Financial Security Guidance: Help households secure solutions that fit their goals, specializing in life insurance, mortgage protection, final expense, and retirement planning.
• Professional Development: Maintain compliance with all state and licensing guidelines and attend ongoing virtual trainings and team meetings.

The Must-Haves
• Background: No specific degree required; previous experience in sales, customer support, or a related client-facing field is helpful but not required.
• Experience: No specific years required. Comfortable using technology, including CRM systems and virtual meeting tools.
• Skills: Strong verbal and written communication skills with keen attention to detail; self-directed, coachable, and driven to continuously improve; professional and confident presence on calls and video meetings; service-oriented mindset with strong problem-solving ability.
• Bonus: Active Life & Health Insurance License or willingness to obtain one (support provided for eligible candidates).