Note: The job is a remote job and is open to candidates in USA. Kensington Partners Group is offering a flexible, remote opportunity for individuals looking to engage with clients seeking guidance on financial planning. The role involves structured conversations to help clients make informed choices, along with training and mentorship provided.

Responsibilities

• Speaking with clients via phone or virtual platforms
• Learning about their financial priorities to suggest appropriate insurance and planning options
• Assisting with applications and next steps
• Maintaining accurate records
• Continuing skill development through training

Skills

• Entry Level experience
• Ability to engage with clients via phone or virtual platforms
• Willingness to learn about financial priorities
• Ability to suggest appropriate insurance and planning options
• Skills in assisting with applications and next steps
• Capability to maintain accurate records
• Commitment to continuing skill development through training
• No sales background required
• Experience in a remote work environment

Benefits

• Fully remote work environment
• Interested leads supplied
• Step-by-step training
• Fast commission payouts
• Opportunities for advancement
• Training and mentorship are built into the experience

Company Overview