Client-Focused Financial Services Advisor

Atlasfinancialsolutions Co; New York (NY); On-site; USD 40,000 - 64,000; Full time

Benefits offered by this job

Structured training and mentorship

Professional development support

Flexible scheduling options

Advancement opportunities based on performance

Supportive team environment

Job summary

A financial services company is seeking a motivated Financial Services Representative to work with individuals and families on financial strategies related to protection and retirement planning. The role involves assessing client goals, presenting financial solutions, and providing ongoing support. Ideal candidates possess strong communication skills and a high school diploma. The position offers structured training, flexible scheduling, and opportunities for advancement based on performance.

Qualifications

• Strong communication and interpersonal skills.
• Self-motivated with strong time management skills.
• Must be eligible to obtain required state licensing.

Responsibilities

• Meet with prospective clients to assess financial goals and needs.
• Educate clients on available financial protection and retirement strategies.
• Present customized financial solutions based on client objectives.

Skills

Strong communication and interpersonal skills

Self-motivated with strong time management skills

Professional demeanor and ethical mindset

Ability to work independently and in a team environment

Education

High school diploma or equivalent

Bachelor's degree preferred but not required

Job description

A financial services company is seeking a motivated Financial Services Representative to work with individuals and families on financial strategies related to protection and retirement planning. The role involves assessing client goals, presenting financial solutions, and providing ongoing support. Ideal candidates possess strong communication skills and a high school diploma. The position offers structured training, flexible scheduling, and opportunities for advancement based on performance.