About project or company

Join World Financial Group, a Transamerica company, leveraging an advanced AI platform to educate clients on achieving financial security. We are at the forefront of financial innovation and client education.

Job Description

Your role involves enlightening potential clients about cash value life insurance products like FIAs, UILs, and Cash Balance plans, while mastering our CRM and AI tools to enhance client interactions.

Required skill set

Required Skills: - Relationship building - Life & health license - Active listening - Client management - Consulting expertise

Salary data and job offers

Benefits: - Free ongoing education - Non-captive role - Access to top insurers - Attractive commissions - Grow and own your business with AI support

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About

• Over 20 years in financial consulting • Expertise in individual and corporate insurance solutions • Proven track record in building financial security

Cases & Experiences

• Partnered with top firms: Transamerica, Nationwide • Successful collaborations with World Financial Group, Everest • Innovative solutions with Pacific Life, InheritGuard

Work Order

• We assist in thorough market research • Crafting tailored insurance proposals • Guiding informed decision-making • Ensuring seamless policy fulfillment

How to contact