Financial Services Representative

2 days ago


Remote, Oregon, United States WFG Full time
Job Opportunity

We are seeking a highly motivated and results-driven individual to join our team as a Financial Services Representative. As a key member of our organization, you will be responsible for providing financial planning support to clients, identifying new business opportunities, and developing a team of agents to achieve sales goals.

Key Responsibilities:

  • Provide financial planning services to clients, including investment and insurance advice
  • Identify and pursue new business opportunities to grow sales revenue
  • Develop and manage a team of agents to achieve sales goals
  • Collaborate with cross-functional teams to deliver exceptional customer service
  • Stay up-to-date on industry trends and regulatory requirements

Requirements:

  • High school diploma or equivalent required; degree not necessary
  • No industry experience needed; willingness to learn and develop skills
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced, dynamic environment
  • Authorization to work in the U.S.

We offer a competitive compensation package, including commission-based income and opportunities for advancement. If you are a motivated and results-driven individual looking for a challenging and rewarding career opportunity, we encourage you to apply.



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