Bilingual Financial Services Specialist
7 days ago
We are seeking a highly motivated and customer-focused individual to join our team as a Financial Services Specialist. As a Bilingual Financial Services Specialist, your role is to assist clients in achieving their financial goals through personalized financial solutions and services.
Key Responsibilities- Conduct thorough financial assessments for clients to understand their goals, needs, and financial situations.
- Provide personalized advice and recommendations on various financial products and services, such as investment options, retirement planning, insurance, and estate planning.
- Stay informed about the latest financial products and services, such as investment options, retirement planning, insurance, and estate planning.
- Educate clients on available financial solutions and help them make informed decisions based on their individual circumstances.
- Build and maintain strong, trust-based relationships with clients through effective communication and responsiveness.
- Address client concerns and inquiries promptly, ensuring a positive overall experience.
- Identify opportunities for cross-selling financial products and services to meet clients' comprehensive needs.
- Actively participate in business development activities to attract new clients and expand the client base.
- Excellent Interpersonal and communication skills.
- Detail-oriented with strong analytical and problem-solving abilities.
- Leverage proven workflow and technology systems that produce highly efficient and effective results for clients and businesses.
- Must speak fluent Spanish, Filipino, Chinese, Indian (India) or Japanese.
- Must speak fluent English.
- Must pass a Federal Background Check (No Felonies).
- Must have or be able to obtain a U.S. Social Security Number.
- Must currently reside in the United States, Puerto Rico or Canada during the onboarding process.
- Must be 18+ years old (This is a Federal Requirement).
- Must be able to complete licensing requirements within 5-7 days.
- Accountable with high level of integrity (critical in this regulated and customer-based industry).
- Ongoing training and professional development opportunities.
- Collaborative and supportive work environment.
- We are 100% Remote - Work from Home: Zoom and Google are our primary platform for training and business.
- Must be physically located in: United States (All States); Puerto Rico; Canada
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