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Benefit Representative - Remote (Virtual)
$70,000 - $90,000/Yr
The Wilson Organization - Terre Haute, IN
posted about 2 months ago
Full-time
Remote - Terre Haute, IN
Professional, Scientific, and Technical Services
About the position
As a Benefits Representative at The Wilson Organization, you will play a crucial role in assisting families to protect their assets and secure their financial futures. This position emphasizes client engagement, tailored financial solutions, and maintaining industry knowledge to provide the best advice. You will represent the company’s values and commitment to client service, ensuring that families have a reliable partner in their financial journey.
Responsibilities
- Engage with clients to understand their financial goals and concerns.
- Present tailored solutions to safeguard their assets effectively.
- Maintain a pulse on the industry, ensuring you offer the best and most updated advice.
- Foster relationships and ensure our clients always have someone they can turn to.
Requirements
- Strong communication skills to effectively engage with clients.
- Ability to understand and analyze financial goals and concerns.
- Experience in financial services or a related field is preferred.
- Proficiency in presenting tailored financial solutions.
Nice-to-haves
- Previous experience in a client-facing role.
- Knowledge of financial products and services.
Benefits
- Remote work flexibility.
- Continuous learning and development opportunities.
- High-energy company culture that treats every member like family.
