Introduction to Austin & Associates
Austin & Associates is a forward-thinking organization dedicated to helping individuals achieve their financial aspirations. As a local branch of Primerica Financial Services, we collaborate with renowned companies such as Invesco, Franklin Templeton, and Brighthouse to distribute and market their products across the United States. Our mission is built on a foundation of ownership, education, and friendship, where teamwork and community spirit thrive. We believe in fostering a culture that values family, faith, and personal growth, recognizing that your job should not be your sole commitment in life.
Job Overview
We are seeking a highly motivated and compassionate Remote Customer Service and Financial Agent to join our team. As a key player in our organization, you will be responsible for delivering exceptional customer service, creating and implementing financial plans, and training new agents to excel in their roles. This is an outstanding opportunity for individuals who are passionate about helping others, possess excellent communication skills, and are eager to learn and grow with our company.
Key Responsibilities
- Conduct calls with representatives to expand the company's reach and build strong relationships with clients
- Conduct appointments with potential clients, working around your schedule to ensure flexibility and convenience
- Become fluent in financial products, including Life and Series 6, with options to obtain Series 26, 63, and 65 licenses
- Train and onboard new hires, developing them into key team members and ensuring a seamless transition into their roles
- Develop and deliver financial plans tailored to clients' needs, providing ongoing support and guidance to ensure their financial goals are met
Essential Qualifications
To succeed in this role, you will need to possess the following skills and qualities:
- The ability to influence and negotiate with clients, colleagues, and stakeholders
- Excellent verbal and written communication skills, with the ability to articulate complex financial concepts in a clear and concise manner
- Flexibility to work varied hours, including evenings and weekends, to accommodate clients' schedules and needs
- Ability to create meaningful relationships with clients, built on trust, empathy, and understanding
- A strong desire for learning and personal growth, with a commitment to ongoing professional development and self-improvement
- Excellent listening skills, with the ability to understand clients' needs and concerns, and respond in a timely and effective manner
- Consistency and coachability, with a willingness to learn from feedback and adapt to changing circumstances
Preferred Qualifications
While not essential, the following qualifications will be highly regarded:
- Relevant work experience in customer service, finance, or a related field
- High School Diploma or equivalent, with a strong academic record and a commitment to ongoing learning
Career Growth Opportunities and Learning Benefits
At Austin & Associates, we are committed to supporting the growth and development of our team members. As a Remote Customer Service and Financial Agent, you will have access to:
- Comprehensive training programs, designed to enhance your knowledge and skills in financial products and services
- Ongoing coaching and mentoring, to help you achieve your career goals and overcome challenges
- Opportunities for professional development, including conferences, workshops, and online courses
- A supportive and collaborative team environment, where you can share ideas, learn from others, and contribute to the company's success
Work Environment and Company Culture
Our company culture is built on a foundation of ownership, education, and friendship. We believe in:
- Fostering a sense of community and teamwork, where everyone feels valued and supported
- Encouraging open communication, transparency, and feedback, to ensure that everyone has a voice and can contribute to the company's success
- Supporting work-life balance, with flexible scheduling and remote work options, to ensure that you can manage your personal and professional responsibilities
- Celebrating milestones and achievements, and recognizing the contributions of our team members, to create a positive and motivating work environment
Compensation, Perks, and Benefits
We offer a competitive compensation package, including:
- Bonus + Commission + Residual Income + Overrides, with the potential to earn $2000-3000 per month part-time
- Access to financial products and services, to help you achieve your own financial goals and aspirations
- Financial licenses, including Life, Series 6, 26, 63, and 65, to enhance your professional development and career prospects
- Flexible scheduling, with the ability to choose your own hours and work from the comfort of your own home
Conclusion
If you are a motivated and compassionate individual, with a passion for helping others and a desire to learn and grow, we encourage you to apply for this exciting opportunity. As a Remote Customer Service and Financial Agent with Austin & Associates, you will have the chance to make a real difference in people's lives, while achieving your own financial goals and aspirations. Don't miss out on this opportunity to join a dynamic and supportive team, and take the first step towards a rewarding and fulfilling career.
Apply Now