Customer Service and Sales Support Representative - Remote - Financial Planning and Life Insurance Industry - Symmetry Financial Group

Join the Symmetry Financial Group Team as a Customer Service and Sales Support Representative

Are you a motivated and results-driven individual looking for a challenging and rewarding role in the financial services industry? Do you have a passion for helping families plan for their financial future? If so, we want to hear from you! Symmetry Financial Group is seeking a highly skilled and customer-focused Customer Service and Sales Support Representative to join our team remotely. As a key member of our team, you will have the opportunity to work in a fast-paced and dynamic environment, helping families with financial planning strategies in the areas of mortgage protection life insurance, whole life, term life, accidental, critical illness, and more.

About Symmetry Financial Group

Symmetry Financial Group is a leading life insurance agency dedicated to providing families with comprehensive financial planning solutions. Our team of experienced professionals is passionate about helping individuals and families achieve their financial goals, and we are committed to delivering exceptional customer service and support. We believe in fostering a culture of growth, innovation, and teamwork, and we are excited to welcome a new team member who shares our values and is eager to make a positive impact.

Key Responsibilities

• Call prospects to schedule appointments and build relationships with potential clients
• Prepare quotes with upline and carriers, and present quotes to clients in a clear and concise manner
• Assist clients with the application process, ensuring a smooth and efficient experience
• Consult openly and honestly with mentors and leaders to ensure alignment with company goals and objectives
• Maintain healthy relationships with clients, carriers, and leaders, and follow applications through to approval
• Attend daily/weekly conference calls and meetings with mentors to stay up-to-date on industry trends and best practices
• Learn and implement our proven sales system for maximum profitability, and continuously improve skills and knowledge

Essential Qualifications

• Must be at least 18 years old and currently living and authorized to work in the U.S.
• Must have a State-Approved Life Insurance License or be willing to obtain one
• Coachable and willing to listen to and implement advice given from Mentors and Leaders
• Strong work ethic and willingness to grow both personally and professionally
• Positive attitude and strong moral compass

Preferred Qualifications

• Previous experience in the life insurance industry or financial services
• Strong communication and interpersonal skills
• Ability to work independently and as part of a team
• Proficient in technology and able to learn new systems and software

Skills and Competencies

• Excellent communication and customer service skills
• Strong analytical and problem-solving skills
• Ability to work in a fast-paced environment and prioritize tasks effectively
• Strong attention to detail and organizational skills
• Ability to build relationships and maintain a high level of customer satisfaction

Career Growth Opportunities and Learning Benefits

At Symmetry Financial Group, we are committed to the growth and development of our team members. As a Customer Service and Sales Support Representative, you will have access to:

• Self-paced commission raises per premium target goals and guidelines
• Self-paced promotions and team growth per promotion guidelines
• Ability to scale and grow a profitable business
• 1st in class bonus system
• Trips and incentives
• Top-quality technology and resources
• 1-on-1 mentorship
• Access to life and health insurance options

Work Environment and Company Culture

We offer a remote work environment, allowing you to work from home or wherever you choose. Our company culture is built on a foundation of teamwork, innovation, and growth. We value our team members and are committed to providing a supportive and dynamic work environment that allows you to thrive.

Compensation and Benefits

As a Customer Service and Sales Support Representative, you will have the opportunity to earn a competitive income through our commission-based compensation structure. We also offer a range of benefits, including:

• Self-paced commission raises and promotions
• 1st in class bonus system
• Trips and incentives
• Top-quality technology and resources
• 1-on-1 mentorship
• Access to life and health insurance options

Conclusion

If you are a motivated and results-driven individual looking for a challenging and rewarding role in the financial services industry, we encourage you to apply for this exciting opportunity. As a Customer Service and Sales Support Representative with Symmetry Financial Group, you will have the opportunity to make a positive impact on the lives of families and individuals, while also growing your career and earning potential. We look forward to hearing from you!

Apply today and let's build the future together!