Financial Services Professional & Life Insurance Agents

Published on CazVidat PFS Investments

Join a dynamic team in the financial services industry as a Financial Services Professional & Life Insurance Agent. Our company, situated in the heart of Atlant

Verified by CazVid10 months agoOpen until: Oct 24, 2026

Salary

$60,000 per year

Location

United States

Employment type

Full time

Workplace

Remote

Financial Services Professional & Life Insurance Agents

$60,000 per year

Apply now

Job description

Join a dynamic team in the financial services industry as a Financial Services Professional & Life Insurance Agent. Our company, situated in the heart of Atlanta, Georgia, is a key player in helping individuals and families secure their financial future. As a full-time professional in this role, you will operate in a collaborative and supportive work environment where your contributions make a significant impact on our clients' lives. Key Responsibilities Engage clients in meaningful conversations to assess their financial needs and goals. Provide tailored financial solutions and life insurance products to meet client requirements. Monitor and manage client accounts, ensuring timely follow-ups and service satisfaction. Develop and maintain long-term relationships with clients to enhance loyalty and referrals. Participate in training and development programs to refine skills and stay updated on industry trends. Collaborate with a team of professionals to drive business growth and achieve company objectives. Analyze market data to identify new opportunities and inform strategic decision-making. Required and preferred qualifications High School Diploma required; additional education or certifications in finance or insurance is preferred. Strong communication skills to effectively engage with clients and colleagues. Experience in sales, customer service, or financial counseling is a plus. Proficiency in using financial analysis tools and relevant software applications. A passion for helping others and a deep understanding of financial literacy concepts. We believe in fostering a culture of growth and support. Our organization offers numerous growth opportunities, including career advancement within the financial services sector. We prioritize a positive company culture, encouraging teamwork and open communication. Our modern workplace benefits include flexible schedules, competitive compensation structures, and professional development programs to enhance your career path. The technical environment of our team is collaborative, with access to industry-standard tools and software that streamline operations. You will work closely with fellow financial professionals and have the opportunity to collaborate across departments, ensuring a holistic approach to client servicing and business development. Take the next step in your career with us and help shape the financial future of individuals and families in your community. Fully remote - work from anywhere in United States

Frequently asked questions

  • Is this position full-time or part-time?

    This is a full-time position based in Atlanta, Georgia.

  • What kind of experience do I need to apply?

    Experience in sales, customer service, or financial counseling is a plus, along with strong communication skills and proficiency with financial analysis tools.

  • What are the main responsibilities of this role?

    You will engage clients to assess their financial needs, provide tailored financial and life insurance solutions, manage client accounts, and develop long-term client relationships.

  • Does this job offer any opportunities for career advancement?

    Yes, PFS Investments fosters a culture of growth and support, offering career advancement opportunities within the financial services sector.

  • What is the salary for this position?

    The salary is USD 60,000 per year.

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