Join our team!

Position: Financial Security Professional

partime or fulltime

We offer the once-in-a-lifetime opportunity you’ve been waiting for. We’re here to help you build your career the way you want to, whether that means working in the field writing business or running your own independent agency.  We give you the tools to build serious potential income with both back-end residuals and up-front commissions. 

We have made it our mission to employ the best products, people, and programs in the financial services industry to help you achieve your greatest potential. When you join us, you’ll have access to:

  • Products that satisfy your clients needs from the industry’s highest rated carriers in their class. Our carriers strive to help you provide the best plans for your customers, help you issue business quickly and efficiently, as well as supporting you with excellent customer service.

  • A qualified lead program assembled by a veteran lead generation team whose goal is to deliver the fastest, most accurate and ultimately most profitable leads in your hands.

  • A proven effective sales system that takes your leads further and helps you close appointments. How many sales systems do you know that can confidently state a 95% close ratio?

  • A support staff that’s dedicated to helping you with any issues you may have on the road to success, and that will make the travel much smoother!

Position: Admin Assistant/Bookkeeper

part time 

Description of Position:

The employee in this position assists the Senior Manager in daily duties.  A skilled responsible administrative position requiring attention to detail and communication skills working a small office environment with separation of duties is important for internal control is necessary.

Minimum Requirements to hold this position:

  • High school diploma or GED and at least 2 years of relevant experience

  • Proficiency and experience using Microsoft Word, Excel, PowerPoint

  • Proficiency and experience using Quickbooks online and pc software versions

  • General knowledge of office management practices and procedures

  • Valid driver’s license

  • Ability to operate standard office equipment, including but not limited to printer, copy machine, etc.

  • Comprehensive phone skills

Essential Functions:

  • Exercise independent judgement and initiative and carry out job functions with or without direct supervision or instruction

  • Work effectively under time constraints to meet deadlines and manage several different tasks concurrently

  • Work with accuracy and attention to details

  • Maintain privacy of confidential records, correspondence and/or files

  • Communicate effectively in writing, orally, and with others to understand and convey information in a manner consistent with job functions

  • Maintain acceptable attendance standards

  • Contacting by phone potential clients, clients and new recruits as required

Physical Demands of Job:

  • Ability to sit for extended periods of time while working

  • Constant hand, fingers and arm use

  • To occasionally function in activities involving walking, bending, squatting, reaching

  • Occasionally stand for extended periods of time

  • Ability to hear clearly and speak intelligibly

  • Ability to lift and/or move up to 25 lbs.

 

*Compensation commensurate with experience.

*This job description may not be all inclusive and other job-related duties may be required.