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Financial Services Representative
4 months ago
Our mission is to impact our communities through financial literacy, as well as offering the best-in-class financial products and services.
**Website**:
Highly competitive performance-based pay.
Qualities we're looking for:
- Entrepreneurial
- Ambitious
- Self-motivated
- Team Player
- Coachable
- Integrity and strong sense of ethics
- Passion for helping people
- Strong interpersonal skills
- Enjoys working in a fast-paced environment
This Job Is Ideal for Someone Who Is:
- Competitive
- Achievement-oriented
- Growth focused
- Inventive
This Company Describes Its Culture as:
- Team-oriented
- People focused
- Innovative
By joining our team, you'll have access to:
- The opportunity to pursue leadership and specialized roles
- A culture that promotes diversity, teamwork, work/life balance, recognition and rewards
- Exceptional income potential, as your hard work will directly relate to your sales results (Up front incentive AND recurring revenue)
- Our financial representatives are compensated through: commissions, bonuses, repeat business, and client retention
- An award-winning training program to help you get started
- Mentorship and professional development training throughout your entire career
**Benefits**:
- Flexible schedule
- Professional development
Work Location:
- Multiple locations
- 100% Remote
Hours per week:
- 10-20
Schedule:
- Three weekly team meetings
- Flexible schedule
Additional Benefits:
- Performance-based compensation
- Bonus compensation
- Residual compensation
- Fully remote work
- Flexible schedule
**Job Types**: Full-time, Part-time, We are 1099 ONLY
Pay: Up to $130,000.00 per year
Responsibilities
- Provide exceptional customer service by assisting clients with their financial needs and inquiries. Process financial transactions accurately, including deposits, withdrawals, and loan payments. Utilize knowledge of banking products and services to recommend appropriate solutions to customers. Identify and prevent potential fraud by staying vigilant and following security protocols. Build and maintain strong relationships with clients to promote customer loyalty and retention. Meet sales goals by actively promoting financial products and services to customers. Handle cash transactions with precision and ensure proper cash handling procedures are followed. Assist with loan origination and processing, ensuring all necessary documentation is completed accurately. Utilize strong math skills to perform calculations and reconcile accounts effectively. Upsell additional products and services to meet customer needs and increase revenue.
Qualifications
- Strong background in banking and financial services
- Proficiency in basic math and financial calculations
- Excellent customer service skills with a focus on building relationships
- Experience in cash handling, debits & credits, and cash management
- Knowledge of financial sales and upselling techniques
- Familiarity with loan origination, processing, and fraud prevention
- Ability to use 10 key typing for accurate data entry
- Prior experience in customer relationship management and retail math
- Certification in fraud prevention and detection is a plus
**Job Types**: Full-time, Part-time
Pay: Up to $100,000.00 per year
Expected hours: No less than 8 per week
**Benefits**:
- Employee assistance program
- Employee stock ownership plan
- Employee stock purchase plan
- Financial planning services
- Flexible schedule
- Life insurance
- Opportunities for advancement
- Paid time off
- Professional development assistance
- Profit sharing
- Referral program
- Wellness program
Experience level:
- 1 year
- 2 years
- No experience needed
Schedule:
- 10 hour shift
- 8 hour shift
- Evenings as needed
- Evening shift
- Monday to Friday
- Weekends as needed
**Experience**:
- Sales: 1 year (preferred)
- Leadership: 1 year (preferred)
- Customer service: 1 year (preferred)
**Location**:
- Los Angeles, CA (preferred)
Work Location: Remote
