NEW - Virtual Appointment Setter - Work from home

Position Overview

Join our esteemed financial services company where you will deliver exceptional customer care without the pressures of call center sales. This role, available on both part-time and full-time bases, focuses on engaging and assisting individuals with their financial planning needs—from retirement and college planning to life insurance and investments. Work remotely via Zoom or from a nearby branch location with flexibility, comprehensive in-house training 2-3x per week, and a supportive team environment that values personal and professional growth.

At Rowland Investisure, we are on a mission to service and protect the assets of 100 million families by 2030. Recognized as the fastest growing wealth management company in the US, our Fulfillment Formula guides our agents in Faith, Family, Finance, Fitness, and Fun. Enjoy exciting **benefits** such as incentive trips around the world and an annual team trip, reinforcing our commitment to success and a balanced life.

Key Responsibilities

• Engage in helping and educating individuals about their financial planning options.
• Guide customers with retirement planning, college plans, investments, life insurance, annuities, and long-term care.
• Leverage remote work capabilities and flexible hours to effectively manage client interactions.
• Participate in a comprehensive training program to enhance your financial literacy and client service skills.
• Collaborate with diverse groups to build strong team dynamics and overcome challenges.

Required Qualifications

• Excellent customer service and interpersonal skills.
• Self-motivated with the ability to work both independently and as part of a team.
• Strong team-building capabilities and a commitment to personal and professional growth.
• Willingness to learn through our in-house training sessions.

Preferred Qualifications

• Experience in customer service, sales, or marketing.
• Background in accounting or financial services is a plus.
• Managerial, leadership, or entrepreneurial experience.

Benefits & Perks

• Compensation:1099 employee, commission-based with a minimum wage of $10,000 per month.
• Flexibility to work remotely via Zoom or from a nearby branch.
• Complementary in-house training sessions 2-3x per week at no additional charge.
• Exciting incentive trips around the world and an annual team trip.
• Equal Employment Opportunity with a diverse and inclusive work environment.