Financial Services Consultant

Atlasfinancialsolutions Co; New York (NY); On-site; USD 40,000 - 64,000; Full time

Benefits offered by this job

Structured training and mentorship

Professional development support

Flexible scheduling options

Advancement opportunities based on performance

Supportive team environment

Job summary

A financial services company is seeking a motivated Financial Services Representative to work with individuals and families on financial strategies related to protection and retirement planning. The role involves assessing client goals, presenting financial solutions, and providing ongoing support. Ideal candidates possess strong communication skills and a high school diploma. The position offers structured training, flexible scheduling, and opportunities for advancement based on performance.

Qualifications

• Strong communication and interpersonal skills.
• Self-motivated with strong time management skills.
• Must be eligible to obtain required state licensing.
• Ability to work independently and in a team environment.
• Background in sales, customer service, banking, or financial services.

Responsibilities

• Meet with prospective clients to assess financial goals and needs.
• Educate clients on available financial protection and retirement strategies.
• Present customized financial solutions based on client objectives.
• Maintain ongoing relationships and provide client service support.
• Complete required documentation and ensure compliance standards are met.
• Participate in training and professional development programs.
• Collaborate with team members and leadership to achieve performance goals.

Skills

Strong communication and interpersonal skills

Self-motivated with strong time management skills

Professional demeanor and ethical mindset

Ability to work independently and in a team environment

Ethical mindset

Self-motivation

Education

High school diploma or equivalent

Bachelor's degree preferred but not required

Job description

Financial Services Representative

Employment Type: Full-Time, Part Time, Contract
Compensation: Performance-based (details provided during interview process)

Position Overview

We are seeking a motivated and professional Financial Services Representative to join our growing team. In this role, you will work directly with individuals and families to help them understand financial strategies related to protection planning, retirement planning, and long-term wealth development.

This position is ideal for candidates who are client-focused, growth-oriented, and interested in building a career in financial services.

Key Responsibilities

• Meet with prospective clients to assess financial goals and needs

• Educate clients on available financial protection and retirement strategies

• Present customized financial solutions based on client objectives

• Maintain ongoing relationships and provide client service support

• Complete required documentation and ensure compliance standards are met

• Participate in training and professional development programs

• Collaborate with team members and leadership to achieve performance goals

Qualifications

• Strong communication and interpersonal skills

• Professional demeanor and ethical mindset

• Self-motivated with strong time management skills

• Ability to work independently and in a team environment

• High school diploma or equivalent (Bachelors degree preferred but not required)

• Must be eligible to obtain required state licensing (if not already licensed)

Preferred (Not Required)

• Background in sales, customer service, banking, or financial services

• Active Life & Health Insurance License or willingness to obtain

• Experience working with clients in a consultative environment

What We Offer

• Structured training and mentorship

• Professional development support

• Flexible scheduling options

• Advancement opportunities based on performance

• Supportive team environment

Equal Opportunity Statement

We are committed to providing equal employment opportunities to all applicants and employees in accordance with applicable laws and regulations.