Financial Services Representative

Atlasfinancialsolutions Co; Philadelphia (Philadelphia County); On-site; USD 50,000 - 80,000; Full time

Job summary

Atlasfinancialsolutions Co in Philadelphia, PA, seeks a Financial Services Representative to help individuals and families understand protection, retirement, and long-term wealth strategies. You will meet with clients, present tailored financial solutions, and build lasting relationships.

The role emphasizes client focus, growth orientation, and a career in financial services. Employment can be full-time, part-time, or contract, with structured training, mentorship, and advancement opportunities

Qualifications

• Strong communication and interpersonal skills.
• Self-motivated with good time management.
• Eligible for state licensing (if not already licensed).
• Ability to work independently and in a team.

Responsibilities

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

Skills

Communication skills

Interpersonal skills

Self-motivated

Time management

Independent and team

Education

High school diploma

Bachelor's degree preferred

Job description

Philadelphia, Pennsylvania, United States

About the job 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
• 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.