Financial Services Representative

Flippa.com; Lexington (SC); Remote; USD 10,000 - 60,000; Part time

Job summary

An established industry player is seeking a part-time Financial Representative to join their team. This flexible, remote role offers the opportunity to assist clients in achieving their financial goals through tailored advice and product recommendations. With full training provided, candidates need not have prior knowledge of financial planning principles or investment products. If you possess excellent communication skills and a desire to work independently, this position offers a unique chance to build a rewarding career in finance while making a positive impact on clients' lives.

Qualifications

• Strong communication and interpersonal skills are essential.
• Ability to work independently and manage time effectively.

Responsibilities

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

Skills

Excellent 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