Financial Services Representative

17 hours ago


Salt Lake, Utah, United States FIVE RINGS FINANCIAL Full time
About the Opportunity

We are seeking a highly motivated and customer-focused individual to join our team as a Financial Services Representative. In this role, you will have the opportunity to educate Americans about how money works and help them achieve their financial goals.

As a representative of FIVE RINGS FINANCIAL, you will be working with clients to understand their current financial situation and develop personalized strategies for growth and preservation of wealth. You will have access to a proven model for building successful business owners, which has positively impacted the financial direction of over 800,000 middle-American households across all 50 states.

The ideal candidate will have excellent communication skills, a service mentality, and the ability to work in a team environment. If you are self-motivated, enjoy helping people, and want to make a positive impact on your community, we encourage you to apply.

Job Description
  • Handle customer inquiries and provide information about financial services and products.
  • Develop and maintain a knowledge base of evolving financial products and services.
  • Troubleshoot and resolve product issues and concerns.

We offer a competitive salary, uncapped earnings, mentorship, ongoing training, support, reward trips, leadership trainings, extreme flexibility, and the capability to work remotely. Our associates are independent contractors, and you will be collaborating with your mentor who is based in our regional office.

The estimated annual income for this position is $60,000-$120,000, depending on your level of experience and performance.

Required Skills and Qualifications
  • Previous experience in customer service, sales, or related fields.
  • Excellent written and verbal communication skills.
  • Ability to build rapport with clients.
  • Ability to prioritize and multitask.
  • Positive and professional demeanor.
Benefits
  • Competitive salary.
  • Uncapped earnings.
  • Mentorship.
  • Ongoing training.
  • Support.
  • Reward trips.
  • Leadership trainings.
  • Extreme flexibility.
  • Capability to work remotely.
Others

FIVE RINGS FINANCIAL is a leading provider of financial services, specializing in 401(k) and IRA rollovers, building tax-favored retirement plans, and protecting clients from unforeseen expenses. We custom-build accounts that guarantee our clients will not lose money but can receive an average of 6-7% per year.



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