Do you want to take advantage of business opportunities available in financial services? At Wamuka Connections, we are guided by our mission to protect our client’s peace of mind through financial wellness. We are proud to offer our clients the power of choice by working with our partnered agencies across North America to educate individuals in building a diverse financial portfolio that grows their earned income, secures retirement savings, and leaves a legacy for their loved ones. We strongly believe that your money should work hard to give you time to design your desired life so that you do not have to live the one built to survive.
We seek dedicated licensed financial professionals to consult with established and prospective clients to assess and highlight their financial needs and help find the best vehicle to meet their financial goals. We educate our clients on available products and services from our trusted partners to give them the power of choice. We provide competitive rate quotes and coverage recommendations and assist with long-term planning. We also help complete applications and other necessary paperwork to facilitate underwriting approval.
At Wamuka Connections, we are committed to your success. We provide comprehensive training for new agents, ensuring a smooth transition into the field. This support is a testament to our belief in your potential and our dedication to building a team of highly skilled financial professionals. We value your growth and development, and we are here to support you every step of the way.
The difference between where you are and where you want to be is the steps you have yet to take.
Details
Flexible schedule
Part-time and can potentially be full time
1099, uncapped commission, and no commission requirements
Fully remote
Responsibilities
Foster opportunities for growth and creation of new business revenue for the company
Create unique solutions for clients to choose from
Identify clients' specific needs and provides the best financial solutions to clients
Identify new monetary opportunities for both the clients and the agency
Maintain client relationships and ensures that each client's needs are met
Generate diverse clientele by applying marketing strategies and referrals
Enhance the reputation of the agency by undertaking different tasks on behalf of the agency
Keep up with the latest trends, products, and services offered in the field
Meet with clients via Zoom
Engage in group training sessions
Work with underwriters to provide details for policy approvals for clients
Requirements
Must be a US Citizen and reside in the United States
Active Life Insurance license or ability to obtain one
Access to Laptop or iPad
Must have internet access
Excellent customer service skills
Pass a background check
Entry-level applicants accepted; prior experience with life insurance and financial planning preferred
People-oriented
Self-motivated
Proactive in problem-solving
Ability to multitask
Ability to assess customer needs and conduct effective interviews
Ability to effectively relate to a customer
Detail oriented
Obtain State Issued Insurance license within 30 days of agreement
Must be 18+
Pass background check & Live Scan
Partner with us!