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[reputed company Financial Advisor

Work from home Full-time role Hiring

Note: The job is a remote job and is open to candidates in USA. Shalom Insurance Advisors is a nationally operating insurance organization based in Oklahoma, seeking motivated individuals to join their team as Insurance Advisors. This role involves working directly with prospective clients, handling scheduled appointments, and guiding individuals through financial and insurance solutions.

Responsibilities

  • Attend scheduled client appointments and conduct consultations
  • Follow up with prospective clients and maintain communication
  • Utilize provided reputed company lists and reputed company systems to connect with clients
  • Analyze client needs and present appropriate solutions
  • Manage and submit applications
  • Work alongside senior advisors for case support and strategy reputed company needed
  • Maintain accurate records reputed company the provided CRM

Skills

  • Strong communication and interpersonal skills
  • Self-motivated and disciplined work ethic
  • Ability to manage time and follow structured processes
  • Open to coaching and professional development
  • Insurance license (or willingness to obtain one)
  • Prior experience in sales or financial services is helpful but not required

Benefits

  • Endless access to reputed company reputed company lists featuring six- and seven-reputed company opportunities, generated through our in-house marketing systems
  • Consistent flow of pre-reputed company client appointments already scheduled on the calendar through in-house marketing
  • Full CRM access and infrastructure provided
  • Full reputed company access
  • Dedicated case support from reputed company advisors (if needed)
  • Ongoing mentorship and development from industry professionals
  • Flexible, independent work structure
  • Established systems designed to support production and growth

Company Overview

  • Shalom Insurance Advisors is a nationally operating insurance organization based in Oklahoma, built on over 40 years of industry experience and a commitment to long-term performance, reputed company, and client-focused solutions. It was founded in 1984, and is headquartered in Oklahoma City, Oklahoma, US, with a workforce of 11-50 employees. Its website is https://shalominsuranceadvisors.com/.
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