Entry-Level Financial Services Associate | Hybrid| Training

Randstad; Columbus (OH); Hybrid; USD 21,593 - 30,754; Full time

Benefits offered by this job

Health Benefits

Weekly pay

Paid SERIES 6 LICENSE

Paid training

Job summary

A leading staffing agency is looking for candidates for an entry level role in Finance, Wealth Management, or Retirement Planning in Columbus, OH. This position offers a hybrid work schedule, 5 weeks of paid training, and career growth opportunities. Candidates will engage with clients about retirement planning while developing critical financial skills. The job requires a consultative sales aptitude and provides health benefits along with the potential for pay increases after 12 months.

Qualifications

• Have a consultative sales aptitude and enjoy interacting with customers.
• Financial services experience is a plus, but not necessary.
• 2 years customer service experience in banking, financial services, retail, sales, and/or hospitality.

Responsibilities

• Field an average of 50 - 60 inbound private client calls per day.
• Interpret and apply all changes to new and old products.
• Cross-sell unfamiliar product lines to meet business goals.
• Maintain a documented record of conversations for learning purposes.
• Utilize virtual technology and social media for enhancing experiences.
• Ensure compliance with all rules and regulations.

Skills

Consultative sales aptitude

Customer interaction

Proficiency with computers

Excellent verbal communication

Excellent written communication

Education

High school diploma or equivalent

Undergraduate degree in Finance, Business Administration, Insurance, Economics, and Communications

Job description

A leading staffing agency is looking for candidates for an entry level role in Finance, Wealth Management, or Retirement Planning in Columbus, OH. This position offers a hybrid work schedule, 5 weeks of paid training, and career growth opportunities. Candidates will engage with clients about retirement planning while developing critical financial skills. The job requires a consultative sales aptitude and provides health benefits along with the potential for pay increases after 12 months.