Financial Services Representative (Remote)

We are seeking a highly motivated and customer-focused individual to join our team as a Financial Services Representative. In this role, you will be responsible for providing financial guidance and support to clients, helping them navigate a wide range of financial products and services. The ideal candidate will have an understanding of basic financial principles, excellent interpersonal skills, and a commitment to delivering exceptional service to clients.

Key Responsibilities:

1. Client Consultation:
   • 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.
2. Product Knowledge:
   • Stay informed about the latest financial products, services, and industry trends.
   • Educate clients on available financial solutions and help them make informed decisions based on their individual circumstances.
3. Customer Service:
   • 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.
4. Sales and Business Development:
   • 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.

Qualifications:

• Excellent interpersonal and communication skills.
• Detail-oriented with strong analytical and problem-solving abilities
  
  

Mandatory Qualifications (Non-Negotiable):

• Must pass a 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) 
• If you don't have a Life & Health Insurance License, you must be willing and able to study and pass for whichever state you're residing in. We have a team designed to help you throughout this process so you can be completely certified if you're not. Our average teammates complete this process within 5-7 days.
  
  

Benefits:

• Ongoing training and professional development opportunities.

• Collaborative and supportive work environment.
  
  

Other Information:

• This is a multiplex commission only position, and we earn income through a variety of ways. (Examples include personal production, residuals, bonuses, and agency). There is no hourly or salary wage.
• Payday is every Tuesday and Friday.
• We are 100% remote, Zoom and Google is our platform.
• Leads - We have Hot/Warm & Cold Markets, we do not buy or charge for leads like other companies.
• You will be assigned a Field Trainer who will help you throughout the learning process.
  
  

If you are passionate about helping individuals achieve their financial goals and thrive in a dynamic, client-focused environment, we invite you to apply!