Financial Services Representative

3 days ago


San Diego, California, United States EA Financial Full time
Empower Financial Well-being

At EA Financial, our mission is to educate and assist individuals, institutions, and business owners to take control of their finances and secure their future. We pride ourselves on a commitment to excellence, reflected in all aspects of our work.

We believe in a holistic approach to financial empowerment, which is why we have a three-part mission that guides our work: build and secure wealth for families and individuals; create a movement of financial professionals; and turn wealth into impact.

Key Responsibilities

  • Assist and educate clients with consumer and small business solutions and strategies, helping them navigate their unique life circumstances.
  • Leverage available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy.
  • Adhere to established processes, laws, and guidelines in performing day-to-day activities, such as submitting policies and account maintenance.
  • Manage client interactions by taking the best course of action for them at all times while abiding by all regulatory requirements.

Requirements

  • Ambition and drive to make a positive impact in the community.
  • Customer service and/or management experience.
  • Ability to pass a background check.
  • Ability to pass a state licensing exam.
  • Age 18 or older and U.S. citizenship.
  • Computer with a camera.

What We Offer

  • Study materials and preparation support to pass your exam within 1 week.
  • Remote and hybrid work options.
  • In-house online tools and training.
  • Personalized scheduling to accommodate your lifestyle.
  • Weekly training and coaching by top industry leaders.
  • A proven system that will lead to your success, if followed.

Key Skills

  • Active Listening.
  • Business Acumen.
  • Customer and Client Focus.
  • Oral Communications.
  • Problem Solving.
  • Relationship Building.
  • Prospecting.
  • Referral Identification.
  • Referral Management.

Work Schedule

  • Minimum of 8 hours; no maximum.


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