Financial Services Representative

Flippa.com; Woodbridge (VA); Remote; USD 10,000 - 60,000; Part time

Job summary

An established industry player is seeking a part-time Financial Representative to join their dynamic team. This flexible, remote role offers the opportunity to engage with clients in financial planning and advisory services. You will be trained to understand financial products and principles, allowing you to provide tailored recommendations to clients. This role is perfect for individuals looking to make a meaningful impact in the financial sector while enjoying the flexibility of remote work. Join a company that values growth, training, and client success, and take your first step into the world of finance.

Qualifications

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

Responsibilities

• Assist clients with financial planning and advisory services.
• Promote financial products and help clients achieve their goals.

Skills

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