Financial Services Representative

7 days ago


Charleston, South Carolina, United States Global Financial Impact - Marco Esquivel Full time
Job DescriptionFinancial Services Representative - Global Financial Impact

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
3. 100% commission based

  • 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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