Financial Services Specialist

We are an independent insurance brokerage with three years of experience helping individuals, families, and businesses protect what matters most. We partner with top-rated insurance carriers to provide customized coverage solutions, competitive pricing, and exceptional service. Our focus is on education, transparency, and long-term relationships—ensuring every client understands their options and feels confident in their coverage decisions.

This is a part-time hybrid position for a Life Insurance Specialist, located in Las Vegas, NV, with the option of some remote work. The role involves assisting clients with life insurance policies by consulting on their financial needs, providing tailored insurance solutions, and ensuring excellent customer service. The Life Insurance Specialist will assess clients' circumstances, explain life insurance options, maintain accurate records, and contribute to achieving sales goals.

• Proficiency in Insurance and a strong understanding of various life insurance products.
• Excellent Customer Service skills to effectively manage client relationships and meet their needs.
• Knowledge of Finance and Insurance concepts to offer appropriate and informed recommendations.
• Strong abilities to meet or exceed performance targets consistently.
• Effective communication skills, both verbal and written, and the ability to explain complex insurance products understandably.
• Capability to work both independently and collaboratively in a hybrid work environment.
• Previous experience in the insurance industry or a related field is a plus.
• Licenses or certifications relevant to the life insurance industry are advantageous.