<Job Summary>
Onyx Wealth Management, LLC (O.W.M) is a subsidiary partner of Integrity Marketing Group (integrity.com). O.W.M empowers families, business owners, and community organizations through financial literacy, with a focus on tailored saving, retirement, and tax strategies for the clients financial goals.
- Can you envision having a direct impact on underserved families, working with business owners, or various organizations in your community through financial services?
- Are you interested in learning from and being around multi-millionaire business owners of diverse backgrounds and demographics?
- Are you looking for a part-time or full-time opportunity to supplement or replace your current income?
We are seeking a self-motivated individual with an entrepreneurial spirit to join our team. The ideal candidate will be responsible for participating in our training program and mentorship for educating the clients and community on money and finance as well as selling insurance policies, providing excellent customer service, and building long-term client relationships.
You will analyze clients' needs and offer tailored financial solutions that meet their requirements and goals.
Summary of Duties
- Develop and maintain relationships with clients through effective communication and customer service.
- Conduct thorough assessments of clients' insurance needs through financial literacy education and recommend appropriate coverage options.
Key Responsibilities:
- Sales & Marketing: Actively attract new clients through our proprietary training, networking, referrals, and outreach (note: we do not buy leads and we do not cold call). Develop and execute marketing strategies to attract new business.
- Client Consultation: Meet with clients to assess their insurance needs and provide recommendations on coverage options.
- Policy Management: Prepare and present insurance proposals, explain policy features, and assist clients with policy selection.
- Customer Service: Provide ongoing support to clients, including assistance with claims, policy changes, and renewals.
- Record Keeping: Maintain accurate records of client interactions, sales activities, and policy documentation.
- Professional Development: Stay updated on industry trends, new products, and regulations to enhance your knowledge and effectiveness. A valid insurance license is required or must be obtained within a specified timeframe after hiring. A proactive attitude towards learning and professional development in the financial services and insurance field.
Qualifications:
- No prior experience in finance or insurance is required; just be open to mentorship and learning something new.(Must be 18 yrs +)
- Valid insurance license (or willingness to obtain one). This can normally be done in 1 to 2 weeks.
- Strong communication and interpersonal skills.
- Ability to build rapport and trust with clients.
- Goal-oriented and self-motivated.
What We Offer:
- Comprehensive training program, that includes written and video training
- Support and resources for getting licensed within 2 - 3 weeks and we cover first round of all cost associated with obtaining license.
- Unlimited Income Potential - Part-Time or Full-Time (without cold calling & without buying leads).
- Opportunities for career advancement.
- Flexible working hours, a Hybrid model, and a supportive team environment.
Join our team as an finance wealth consultant and take the next step in your career while helping clients secure their futures!
Job Type: Part-time
Pay: $2,000.00 - $10,000.00 per month
Expected hours: 5 – 30 per week
Benefits:
- Flexible schedule
- Work from home
Supplemental Pay:
- Bonus opportunities
- Commission pay
Application Question(s):
- Are you aware that this is a 1099 opportunity and not a W2 job.
If you believe you are what we've been looking for, this could be the perfect place for you to grow and achieve your personal goals.
We look forward to speaking with you. Thank you for applying
Job Type: Contract
Pay: $2,000.00 - $8,000.00 per month
License/Certification:
- Life Insurance License (Preferred)
Work Location: Hybrid remote in Rockville, MD 20850
