Life Insurance & Retirement Planning RepresentativeJob Summary
TFM Wealth Management is seeking motivated, entrepreneurial, and client-focused individuals to join our growing team. In this role, you will play a vital part in helping individuals, families, and business owners build, protect, and preserve their financial futures through life insurance, retirement planning, wealth-building strategies, and financial education.
As a Life Insurance & Retirement Planning Representative, you will engage with prospective and existing clients to understand their financial goals, conduct needs-based analyses, and provide customized solutions designed to help them achieve long-term financial security. This dynamic position offers the flexibility to work both in the field and through virtual outreach while building meaningful client relationships and delivering exceptional service.
We are looking for individuals who are passionate about helping others, committed to personal and professional growth, and excited about a performance-based opportunity with unlimited potential. At TFM Wealth Management, we believe in empowering families through financial literacy, sound financial stewardship, and comprehensive planning strategies that create lasting financial legacies.
Duties & Responsibilities
- Actively engage with prospective clients through networking, referrals, community outreach, virtual appointments, retail environments, and telemarketing campaigns.
- Conduct comprehensive financial needs analyses to identify appropriate life insurance, retirement planning, and wealth-building solutions.
- Present and explain financial products and strategies tailored to clients' goals, needs, and risk tolerance.
- Build and maintain long-term client relationships through regular follow-up, policy reviews, and ongoing financial education.
- Assist clients in understanding coverage options, retirement strategies, asset protection solutions, and wealth accumulation opportunities.
- Negotiate policy terms and coverage solutions while ensuring compliance with company guidelines and industry regulations.
- Manage administrative responsibilities, including processing applications, maintaining accurate client records, tracking leads, and updating CRM systems.
- Collaborate with leadership and marketing teams to support client acquisition and engagement initiatives across multiple channels.
- Provide exceptional customer service by responding to inquiries, addressing concerns, and guiding clients through the application and implementation process.
- Participate in ongoing training, professional development, and licensing education to enhance industry knowledge and effectiveness.
Qualifications & Skills
- Previous experience in sales, customer service, retail sales, outside sales, financial services, or insurance sales preferred.
- Strong interpersonal and relationship-building skills with the ability to establish trust and credibility with clients.
- Excellent communication and presentation skills, both verbal and written.
- Effective negotiation and problem-solving abilities.
- Strong analytical skills with the ability to assess financial situations and recommend appropriate solutions.
- Self-motivated, goal-oriented, and capable of working independently while contributing to a team environment.
- Experience with CRM systems, lead management platforms, and sales administration processes preferred.
- Bilingual or multilingual communication skills are a plus.
- Knowledge of life insurance, retirement planning, benefits administration, or related products is preferred but not required.
- Understanding of confidentiality and regulatory requirements related to financial services is beneficial.
What We Offer
- Performance-based compensation with unlimited earning potential.
- Flexible schedule and work-life balance opportunities.
- Comprehensive training and professional development programs.
- Mentorship and leadership development opportunities.
- Supportive team culture focused on growth, excellence, and service.
- Opportunities for career advancement and leadership growth.
- The ability to make a meaningful impact by helping individuals and families achieve financial confidence and long-term security.
Join TFM Wealth Management and become part of a mission-driven organization dedicated to transforming lives through financial education, protection, and wealth-building strategies. If you are passionate about helping others succeed and are looking for a rewarding career with growth potential, we encourage you to apply.
Pay: $3,000.00 - $8,000.00 per month
Benefits:
- Flexible schedule
- Work from home
Work Location: Remote
