Financial Services Representative

Victory Team Pietrykowski; Frisco (TX); Remote; USD 10,000 - 60,000; Part time

Job summary

Join a dynamic and flexible team as a Financial Representative with a Fortune 1000 company. This part-time, remote role offers the opportunity to engage with clients, helping them navigate their financial goals and recommending suitable financial products. With a commitment to training, you will gain the knowledge needed to excel in financial planning and advisory services. This role is perfect for individuals eager to grow in the finance sector while enjoying the benefits of a flexible work schedule. If you have strong communication skills and a passion for helping others achieve their financial aspirations, this position is an excellent fit for you.

Qualifications

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

Responsibilities

• Assist clients in understanding their financial goals.
• Provide recommendations based on client needs.

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

For more information, visit: https://primericabusinessopportunity.com

Seniority level

Entry level

Employment type

Full-time

Job function

Finance and Sales

Industries

Internet Publishing