Benefits:

Bonus based on performance

Paid time off

Training & development

Join the Goodwill Financial Team

Do you enjoy helping people, working with numbers, and being part of a close-knit team? Are you someone who’s detail-oriented, reliable, and great at handling phone and computer tasks? If so, we’d love to meet you.

At Goodwill Financial, we’re not your typical insurance agency. We’re independent, which means we work for our clients, not for any single insurance company. Our mission is simple: build strong relationships and deliver outstanding service every step of the way.

What You’ll Do

As a key member of our team, you’ll focus on providing excellent service to our clients and supporting ongoing growth. You’ll be trained and supported from day one.

Responsibilities:

Building and maintaining positive relationships with clients

Ensuring client satisfaction within your assigned book of business

Retaining desirable accounts and handling renewals

Responding quickly and professionally to client needs

Following agency procedures to deliver accurate, high-quality work

Supporting your teammates and contributing to team development

Identifying and closing additional opportunities with existing clients

Participating in marketing efforts and staying focused on client engagement

What We’re Looking For

We’re seeking someone who brings both professional skill and a great attitude. Here’s what you’ll need to thrive in this role:

Must-Haves:

Bi-Lingual is a PLUS (Lithuanian, Russian or Ukranian)

Comfortable with Microsoft Word, Excel, Outlook, and using a calculator

Fast and accurate typing skills

Strong written and verbal communication

Organized, punctual, and dependable

A friendly, respectful, and ethical approach to work

Experience with CRM systems (especially Infusionsoft, TurboDial, InsuredMine)

Flexible work from home options available.