Financial Services Representative

Flippa.com; Hamilton (OH); 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 position focuses on financial planning and client advisory services, allowing you to work closely with clients to understand their financial goals. While prior knowledge of financial planning principles is not necessary, you will receive comprehensive training. This is a great opportunity for those looking to build a career in finance while enjoying the flexibility of remote work. Join a company that values your growth and offers a supportive environment to help you succeed in your financial career.

Qualifications

• Exzellente Kommunikations- und Interaktionsfähigkeiten sind erforderlich.
• Fähigkeit, unabhängig zu arbeiten und Zeit effizient zu verwalten.

Responsibilities

• Arbeiten Sie eng mit Kunden zusammen, um deren finanzielle Ziele zu verstehen.
• Bieten Sie geeignete Empfehlungen und fördern Sie Finanzprodukte.

Skills

Kommunikationsfähigkeiten

Interpersonelle Fähigkeiten

Zeitmanagement

Education

Willingness to obtain all State and Federal Licensure

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