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    Sales Floor Assistant - Augusta, GA, United States - P.R. Financial

    P.R. Financial
    P.R. Financial Augusta, GA, United States

    4 days ago

    Default job background
    Full time
    Description
    Financial is an independent marketing organization (IMO) in the financial services industry; specifically in the insurance marketplace.

    We serve clients by acting as their independent advisor and broker for products in life insurance, health insurance, retirement, annuities, Medicare, senior benefits, and more.

    Financial is remaking the industry for agents by agents.

    We believe in our people, we provide them a platform, we train them how to be amazing, mentor them into maturity, and cheer them on the way to becoming our partners.

    Evaluate new customers' insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectations.


    • Provide warm and professional customer service while onboarding new clients and maintain existing clients, including booking appointments, inquiry response, insurance eligibility, claim submissions, questions concerning billing, and insurance policies.
    • Ensure all paperwork is up to date while maintaining records and bookkeeping.
    *Must be 18 years or older


    • Job Type: Full-time
    Flexible schedule

    • Work from home
    Monday to Friday

    • Weekends as needed
    In the field

    Application Question(s):


    • Sales: 1 year (Preferred)

    Language:

    • English (Required)
    • Spanish (Preferred)

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