Financial Representative

My First Class Experience; Atlanta (GA); Remote; USD 42,000 - 70,000; Part time

Job summary

My First Class Experience is seeking a part-time Financial Representative for remote work based in Atlanta, GA. This entry-level position will focus on providing financial advice, assisting clients in planning for their future, and ensuring tailored financial solutions. Ideal candidates are eager to learn, possess strong communication skills, and can work flexibly.

Qualifications

• Strong desire to learn Financial Planning and Retirement Planning.
• Excellent interpersonal and communication skills.
• Ability to work independently and as part of a team.

Responsibilities

• Provide clients with sound financial advice.
• Assist with financial planning and insurance needs.
• Plan for retirement and manage investments.

Skills

Interpersonal skills

Communication skills

Desire to learn Financial Planning

Job description

2 days ago Be among the first 25 applicants

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This is a part-time, work form home role for a Financial Representative located in Atlanta, GA. The Financial Representative will be responsible for providing clients with sound financial advice, assisting with financial planning, and insurance needs. Additionally, the role involves planning for retirement, managing investments, and ensuring clients have comprehensive financial plans tailored to their needs.

Qualifications

• Strong desire to learn Financial Planning and Retirement Planning
• No knowledge in Insurance and Investments
• No Background in Finance
• Excellent interpersonal and communication skills
• Ability to work independently and as part of a team
• Have a laptop or iPad
• Flexible hours
• Must have Wifi

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

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