Financial Service Representative (Insurance) - Help The World LLC

Job Title: Financial Service Representative (Insurance)

Company: Help The World LLC

Location: San Antonio, TX

Job Type: Full-time/Part-time

Why Help The World LLC?

Let’s do something that really matters.

We have an important mission: serving the members of the community and their families. It’s both a chance to say thank you and the opportunity to put your talents to work in a meaningful way. To do it right, we need the right people. We’re looking for those who share our values of honesty, integrity, loyalty and service. Because what we do is just as important as how we do it. Come be a part of what makes us so special!

It is all about learning and growing.

Our Financial Service Representative (Insurance) role may be a new career for you. There’s a lot to learn, but the journey is mapped out and Help The World LLC is willing to invest in you! Our comprehensive training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor-led guidance will help you to support our members independently.

The Opportunity

As a Financial Service Representative (Insurance), you'll work within defined guidelines and framework, to provide customer service, sales, and retention activities for one or more of our many products. You will interact with our members across multiple contact channels (i.e. inbound / outbound phone calls, email, social media, etc.) to provide adequate coverage and advice to help ensure members’ financial security.

What You'll Do

• Facilitate the member experience by making / returning phone calls, emails, and other requests from members.
• Apply developing knowledge of term life insurance to assist members with foundational to moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services. 
• Identify, assess and understand member needs and consistently provide complete and accurate advice and solutions, including products and services. 
• Use available tools and resources to support members with some assistance.
• Maintain required Life Insurance Agent license(s) and state registrations.
• Identify and handle existing and emerging risks that stem from business activities and the job role.

What You Have

• High School Diploma or GED equivalent
• 1 year of customer service experience in insurance, financial services and/or relevant direct customer service and/or sales experience
• Ability to prioritize and multitask: including navigating through multiple business applications
   

What Sets You Apart

• Current and active life insurance license in your current state of residence/or state of hire.
• Prior experience in a fast-paced contact center environment or sales.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
 

What We Offer

• Competitive commission structure and performance-based incentives. 
• Ongoing training and professional development opportunities. 
• Supportive and collaborative work environment. 

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

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