Financial Services Representative

Flippa.com; Frisco (TX); Remote; USD 10,000 - 60,000; Part time

Job summary

An established industry player is seeking a part-time Financial Representative for a flexible, remote role. This exciting position involves working closely with clients to understand their financial aspirations and provide tailored advice. No prior knowledge of financial planning is required as comprehensive training will be provided. If you have excellent communication skills and a passion for helping others achieve their financial goals, this role offers a fantastic opportunity to grow in the financial sector while enjoying the flexibility of remote work.

Qualifications

• Excellent communication and interpersonal skills are essential.
• Ability to work independently and manage time efficiently.

Responsibilities

• Assist clients with financial planning and advisory services.
• Promote financial products and understand client goals.

Skills

Communication Skills

Interpersonal Skills

Time Management

Job description

About the job

Company Description
Fortune 1000 Company that went public in 2010 on the NYSE.

Role Description
This is a part-time, flexible, remote role as a Financial Representative. The role involves tasks related to financial planning, client advisory services, and promoting financial products. The Financial Representative will work closely with clients to understand their financial goals and provide appropriate recommendations. Understanding of financial planning principles and investment products not required as you will be fully trained.

Qualifications

• Excellent communication and interpersonal skills
• Ability to work independently and manage time efficiently
• Willingness to obtain all State and Federal Licensure
• Must pass a background check
• Located in the US