Financial Services Consultant — Flexible Schedule & Bonuses

Richard Cossio Insurance Agency; Miami (FL); Presencial; USD 50.000 - 80.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Bonus based on performance

Flexible schedule

Training & development

Descripción de la vacante

Richard Cossio Agency is seeking a Financial Services Representative in Florida to market and educate clients on financial products. You will use a consultative, sales-minded approach to explain options and help manage daily risks, with a base compensation of $50,000 plus commissions.

The role emphasizes training and development, a flexible schedule, and performance-based bonuses as part of a broader compensation package.

Formación

• 2+ years of experience in financial services.
• Analytical and communication skills.
• FINRA Series 6 and 65 licenses preferred.

Responsabilidades

• Consult customers with financial planning and investment options.
• Assist customers with portfolio management and asset allocation.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

Conocimientos

Analytical skills

Communication skills

Descripción del empleo

Benefits:

• Bonus based on performance
• Flexible schedule
• Training & development

ROLE DESCRIPTION:
As a Financial Services Representative with Richard Cossio Agency, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. This position offers a base compensation of $50,000 plus commissions

RESPONSIBILITIES:

• Consult customers with financial planning and investment options.
• Assist customers with portfolio management and asset allocation.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

QUALIFICATIONS:

• 2+ years of experience in financial services.
• Analytical and communication skills.
• FINRA Series 6 and 65 licenses preferred.