NEW - Virtual Appointment Setter - Work from home
Job Opportunity: We are currently seeking candidates for a position within our esteemed financial services company. This role is available on both a part-time and full-time basis, focusing on delivering exceptional customer care. While the position is in the financial industry, it revolves around engaging with and assisting individuals. We prioritize candidates with excellent customer service skills and a genuine willingness to help others. This opportunity offers the flexibility to work remotely via Zoom, with the added option of working from a nearby branch location. It is crucial to note that this is not a call center or sales-oriented role, as customers are provided, eliminating the need for outbound prospecting.
Successful candidates will be self-motivated individuals with the ability to collaborate with diverse groups of people. They should exhibit strong team-building skills and thrive in overcoming challenges, demonstrating an ongoing commitment to personal and professional growth. Prior experience in the financial industry is not mandatory, as we primarily value candidates' social and interpersonal skills. We provide a comprehensive training program to fully equip new associates for the responsibilities of the position.
About Our Industry: The financial services industry has recently been recognized as the #1 growing career by the U.S. Department of Labor.
At Rowland Investisure , we are on a mission to service and protect the assets of 100 million families by 2030. As the fastest growing wealth management company in the US, we are changing the ways of the traditional financial industry. We can guarantee success for clients and aid them in achieving their ideal financial future with a sector-led approach. As a cornerstone of our company, we have the Fulfillment Formula, guiding our agents to their respective success in their Faith, Family, Finance, Fitness, and Fun. We strive to improve on each one of these points every day in our organization. This includes incentive trips around the world, as well as a team trip every year. Complementary training is completed in-house 2 to 3x per week at no charge to equip you with the necessary skills to take care of clientele properly as well as boost our agent's own financial literacy.
Responsibilities: In this role, professionals will engage in helping and educating individuals about their financial planning options. The beauty of our industry is its remote work capabilities, allowing flexibility in work location and hours. The position involves guiding and assisting customers with their financial planning needs. This includes areas such as retirement plan rollovers, investments, life insurance products, annuities, college plans, and more. Daily activities may involve assisting individuals with retirement planning, college planning, long-term care, life insurance, and more. A substantial percentage of the U.S. population lacks guidance in these areas, presenting an opportunity to make a meaningful impact.
Desirable Experience
In this role, professionals will engage in helping and educating individuals about their financial planning options. The beauty of our industry is its remote work capabilities, allowing flexibility in work location and hours. The position involves guiding and assisting customers with their financial planning needs. This includes areas such as retirement plan rollovers, investments, life insurance products, annuities, college plans, and more. Daily activities may involve assisting individuals with retirement planning, college planning, long-term care, life insurance, and more. A substantial percentage of the U.S. population lacks guidance in these areas, presenting an opportunity to make a meaningful impact.
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Successful candidates will be self-motivated individuals with the ability to collaborate with diverse groups of people. They should exhibit strong team-building skills and thrive in overcoming challenges, demonstrating an ongoing commitment to personal and professional growth. Prior experience in the financial industry is not mandatory, as we primarily value candidates' social and interpersonal skills. We provide a comprehensive training program to fully equip new associates for the responsibilities of the position.
About Our Industry: The financial services industry has recently been recognized as the #1 growing career by the U.S. Department of Labor.
At Rowland Investisure , we are on a mission to service and protect the assets of 100 million families by 2030. As the fastest growing wealth management company in the US, we are changing the ways of the traditional financial industry. We can guarantee success for clients and aid them in achieving their ideal financial future with a sector-led approach. As a cornerstone of our company, we have the Fulfillment Formula, guiding our agents to their respective success in their Faith, Family, Finance, Fitness, and Fun. We strive to improve on each one of these points every day in our organization. This includes incentive trips around the world, as well as a team trip every year. Complementary training is completed in-house 2 to 3x per week at no charge to equip you with the necessary skills to take care of clientele properly as well as boost our agent's own financial literacy.
Responsibilities: In this role, professionals will engage in helping and educating individuals about their financial planning options. The beauty of our industry is its remote work capabilities, allowing flexibility in work location and hours. The position involves guiding and assisting customers with their financial planning needs. This includes areas such as retirement plan rollovers, investments, life insurance products, annuities, college plans, and more. Daily activities may involve assisting individuals with retirement planning, college planning, long-term care, life insurance, and more. A substantial percentage of the U.S. population lacks guidance in these areas, presenting an opportunity to make a meaningful impact.
Desirable Experience
- Customer service
- Sales
- Marketing
- Accounting
- Managerial/leadership/entrepreneurial roles
In this role, professionals will engage in helping and educating individuals about their financial planning options. The beauty of our industry is its remote work capabilities, allowing flexibility in work location and hours. The position involves guiding and assisting customers with their financial planning needs. This includes areas such as retirement plan rollovers, investments, life insurance products, annuities, college plans, and more. Daily activities may involve assisting individuals with retirement planning, college planning, long-term care, life insurance, and more. A substantial percentage of the U.S. population lacks guidance in these areas, presenting an opportunity to make a meaningful impact.
We are an equal employer opportunity! Powered by JazzHR
Apply Now