Financial Services Representative
7 days ago
A financial professional who helps clients and business achieve their financial goals by providing advice and solutions.
They act as a liaison between clients and financial institutions and have a thorough understanding of financial products and services such as, insurance and retirement planning.
Key Responsibilities:
- Obtain and maintain professional license and continuing education and professional growth
- Learn and utilize financial tools provided
- Educate clients and provide financial literacy
- Consult with clients and prospective clients to access financial goals providing quotes and product recommendations
- Develop and maintain a client base
- Seek new prospects via referrals
- Assist with product submission
Requirements:
- Minimum HS Diploma
- Energetic and positive demeanor
- Entrepreneur, marketing and creativity mindset
- Coachable, hungry and humble, mental toughness
- Responsible, dependable and punctual
- Present a professional image
- Ethical and integrity and trust
- Interpersonal communication
- Be able to persevere
- Analytical reasoning
Benefits:
- Fully Remote
- No cap on income
- Part Time & Full Time positions
- Income typically ranges $25,000 part time and $120,000 full time year 1
- Professional License
- Bonus opportunities
- Stock and Ownership potential
- Mentorship and hands on training
- Professional Growth Opportunities
- Welcoming and Positive Team Environment
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