Life Broker jobs in United States
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FinFit Life ยท 4 hours ago

Life Broker

FinFit Life is a network of independent contractors dedicated to promoting financial fitness as an essential component of health and wellness. The Life Broker will educate prospective clients on financial fitness benefits, introduce insurance and wellness solutions, and build client relationships to grow a customer base.

Financial ServicesInsuranceLifestyle
Hiring Manager
Michelle R.
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Responsibilities

Educate prospective clients on the benefits of financial fitness
Introduce relevant insurance and wellness solutions
Guide clients through the onboarding process
Build client relationships
Maintain product knowledge
Employ strategic marketing techniques to grow a customer base
Utilize training provided by FinFit Life to create opportunities for long-term success

Qualification

Client communicationFinancial productsSalesMarketing experienceDigital tools proficiencyOrganizational skillsInterpersonal engagementInsurance industry experienceWillingness to obtain licenseTime managementAdaptability

Required

Strong skills in client communication, relationship building, and interpersonal engagement
Understanding of financial products, insurance, and wellness programs
Sales, marketing, and customer acquisition experience
Motivated self-starter with excellent organizational and time management abilities
Adaptability to a remote work environment with the ability to work independently
Basic proficiency in digital tools and platforms related to sales and marketing
A valid license in life insurance sales or willingness to obtain one

Preferred

Prior experience in the insurance or financial industries is a plus but not required

Company

FinFit Life

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FinFit Life specializes in driving financial and physical fitness by providing insurance solutions.

Funding

Current Stage
Early Stage

Leadership Team

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Howard E. Sharfman
Founder and CEO FINFIT Life
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Company data provided by crunchbase