Company Description
Broker-owned and operated Life Insurance, Investment Planning, and Retirement Strategies. At Beier Financial Advantage, we specialize in personalized life and retirement solutions that give you the freedom to live confidently today — and the security to enjoy tomorrow. We build financial futures that are as unique as our clients are.
Role Description
Call from a list of leads, qualify them, and set appointments using Calendly.
Qualifications
Strong communication and interpersonal skills
Attention to detail and analytical skills
Must be coachable and strive to learn
Customer-oriented mindset
Experience in the insurance industry is a plus but not necessary
How We Support You
Script provided, as well as qualifying questions
Answers to questions submitted using MS Forms
Direct internal messaging using Slack
Access to our CRM
Core Values
Relationships matter; people come first
Relentless pursuit of personal growth
Open, honest, and productive communication
We do the right thing even when no one is looking
We work as a true team and strive to be a positive influence
We act like owners because we own it
Being of service and doing good in the world
We have fun and get stuff done
Employment Type
Part-time