Help clients pursue financial security through insurance, investments, and mortgages with Serenia Life Financial. Remote flexibility supports client-focused sales work.
This Financial Insurance Representative position suits proactive professionals with sales experience and solid interpersonal abilities. You will develop recent business, deliver advice, and manage quotes and renewals. The work centers on understanding clients, earning trust, and providing solutions that support lasting peace of mind.
Key Responsibilities:
Lead client relationships with empathy and integrity
Prospect outbound and build networks for recent business
Meet clients to understand financial solution needs
Deliver exceptional service and trusted advice
Manage quotes and renewal coordination
Requirements:
Proven ability to achieve and exceed sales goals
Sales background in financial services, real estate, or retail
Strong written, verbal, and presentation communication
Proactive problem-solving approach across multiple priorities
LLQP license or willingness to obtain with support
Bring sales discipline, client empathy, and clear communication to insurance, investment, and mortgage conversations at Serenia Life Financial.
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