Financial Professional (Full Training Provided) - Work From Home

Frazier Financial; United States; Remote; USD 40,000 - 80,000; Full time

Job summary

An innovative financial services team is looking for a motivated individual to kickstart their career as an Entry Level Financial Professional. This exciting role involves providing personalized financial advice, developing tailored financial plans, and building strong client relationships. You'll have the opportunity to educate clients on investments, retirement planning, and insurance products while pursuing new business opportunities. If you're passionate about finance and eager to help others achieve their financial goals, this position offers a fantastic chance to grow in a supportive environment with training and development programs.

Benefits

Performance-based bonuses

Flexible work hours

Work from home

Qualifications

• Strong interpersonal and communication skills are essential.
• Ability to work independently and as part of a team is crucial.

Responsibilities

• Meet with clients to discuss their financial goals and needs.
• Develop and implement tailored financial plans for clients.

Skills

Interpersonal Skills

Communication Skills

Analytical Skills

Problem-Solving Skills

Job description

Financial Professional (Full Training Provided) - Work From Home

We are seeking a motivated and ambitious individual to join our financial services team as an Entry Level Financial Professional/Consultant. The successful candidate will be responsible for providing financial advice and services to clients, as well as identifying and pursuing new business opportunities.

Responsibilities:

• Meet with clients to discuss their financial goals, needs, and concerns
• Develop and implement financial plans tailored to each client's individual needs
• Educate individuals on investments, retirement planning, insurance, and other financial products and services
• Analyze market trends and provide regular updates to clients on their investment portfolios
• Build and maintain strong relationships with clients to ensure their satisfaction and retention
• Identify and pursue new business opportunities through networking and referrals
• Participate in training and development programs to enhance knowledge and skills

Requirements:

• Strong interpersonal and communication skills
• Ability to work independently and as part of a team
• Strong analytical and problem-solving skills
• Ability to obtain necessary licenses and certifications

Compensation:

• Performance-based bonuses and incentives
• 1099 commission only

If you are passionate about finance and helping others achieve their financial goals, we encourage you to apply for this exciting opportunity to launch your career as an Entry Level Financial Services Professional/Consultant.