Financial Services Representative

Victory Team Pietrykowski; Lexington (SC); Remote; USD 10,000 - 60,000; Part time

Job summary

An established industry player is seeking a motivated Financial Representative for a part-time, flexible remote role. This position offers the opportunity to engage with clients, understand their financial goals, and provide tailored recommendations. While prior knowledge of financial planning principles is not required, candidates will receive comprehensive training. This role is perfect for individuals who excel in communication and interpersonal skills, and are eager to learn and grow within the finance and sales sectors. Join a Fortune 1000 company and make a meaningful impact in clients' financial journeys.

Qualifications

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

Responsibilities

• Provide financial planning and client advisory services.
• Promote financial products and understand client goals.

Skills

Communication Skills

Interpersonal Skills

Time Management

Education

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 is 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

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance and Sales

Industries

Internet Publishing