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Virtual Financial Services Representative

Appreciation Financial

Virtual Financial Services Representative

Oklahoma City, OK +65 locations
Full Time
  • Responsibilities

    Job Description

    Right now the #1 challenge to insurance agents and advisors is getting in front of qualified people that want and need your help. We have the solution with pre-set appointments within the k-12 and higher education public school systems nationwide. We are on pace to generate over 250,000 requests for our help in 2021, which is why we are seeking help.

    We are interested in both licensed and unlicensed (willing to help license and train) people whose personal and professional goals are in alignment with us. We have a very intentional mission to create time and financial freedom for our team and the clients we serve. Everything we do, the way we serve our clients and build our business is in direct alignment with those two goals.

    Recognized by Inc. Magazine as one of the fastest-growing private companies in America, we are one of the largest independent agencies serving educational public employees and their families.

    In 2020 due to COVID we successfully made the transition virtually and our company grew through it all. This year we have triple digit growth goals and we need people that want to think, create, and put in the work to do big things.

    Our company mantras really define what we do and more importantly who we are looking for: We help a lot of people We create life-changing wealth We get better every day

    If that’s you, let’s talk.


    Company Description

    Appreciation Financial just made Inc. 5000 fastest-growing private companies in the U.S. We are the #1 independent financial service firm that works within the k-12 public school systems across the United States. It is our mission to help people make, save, and protect their money. We do this by helping public employees maximize their pension and supplemental retirement and insurance benefits through education and straightforward planning. We do this with products and services that give clients the clarity, safety, and the guarantees they need. Appreciation is looking for new team members that share the same values and business principles as us. Please review them before applying with us. Values: Drive - Nothing worth having comes easy Love - Love creates empowerment and value in our people and those that we serve Fun - Live in the moment - don't take yourself too seriously What we do: We help a lot of people We create life-changing wealth We get better every day

  • Locations
    Phoenix, AZ • Mesa, AZ • Gilbert, AZ • Scottsdale, AZ • Tucson, AZ • Glendale, AZ • Chandler, AZ • Los Angeles, CA • Long Beach, CA • Glendale, CA • Woodland Hills, CA • Santa Clarita, CA • Chula Vista, CA • Oceanside, CA • San Diego, CA • San Bernardino, CA • Riverside, CA • Huntington Beach, CA • Newport Beach, CA • Irvine, CA • Santa Ana, CA • Anaheim, CA • Oxnard, CA • Santa Barbara, CA • Santa Maria, CA • Lancaster, CA • Fresno, CA • Sunnyvale, CA • San Bruno, CA • San Francisco, CA • Sacramento, CA • Palo Alto, CA • Benicia, CA • Hayward, CA • Fremont, CA • Walnut Creek, CA • Oakland, CA • Petaluma, CA • Campbell, CA • Santa Cruz, CA • San Jose, CA • Stockton, CA • Modesto, CA • Santa Rosa, CA • Elk Grove, CA • Folsom, CA • Chico, CA • Fontana, CA • Orange, CA • Aurora, CO • Albuquerque, NM • Henderson, NV • Reno, NV • Oklahoma City, OK • Tulsa, OK • Dallas, TX • Waco, TX • Houston, TX • Spring, TX • Sugar Land, TX • League City, TX • Austin, TX • Amarillo, TX • Lubbock, TX • Tacoma, WA • Seattle, WA