Asesor Financiero / Life Insurance Agent PF Insurance & Investment Group Palm Desert, CA Job Details Part-time | Full-time $25,000 - $65,000 a year 7 hours ago Benefits Life insurance Qualifications Financial sales Financial services customer support Service scheduling Direct client contact Life insurance knowledge Financial product expertise Financial concepts Teaching financial literacy Initial Contact (sales skills) Life insurance sales Insurance sales Customer interaction during outreach Entry level Full Job Description Job Overview We are looking for motivated, dependable individuals to join our growing financial services team. This is an entry-level opportunity with training provided. You will learn how to help individuals and families understand financial concepts and available financial and insurance solutions.
Responsibilities include:
Connecting with prospective clients Scheduling appointments Learning about insurance and financial services Helping families understand their financial options Participating in ongoing training and team development