Financial Wellness Advocate - Entry Level (Remote)

EA Financial; San Antonio (TX); Hybrid; USD 36,000 - 48,000; Full time

Benefits offered by this job

Study materials and exam preparation support

Remote & hybrid work options

Weekly training and coaching

Job summary

A financial services company based in San Antonio, Texas is seeking an Entry-Level Financial Professional. This role offers comprehensive training and does not require prior financial experience. Candidates should possess ambition and customer service skills. Agents will assist clients with financial solutions and utilize company resources to ensure operational excellence. Work can be performed remotely or in a hybrid setting. This is an ideal opportunity for those looking to enter the financial sector and contribute positively to the community.

Qualifications

• Ability to pass a background check.
• Ability to pass a state licensing exam.
• Age 18 or older and U.S. citizenship.
• Computer with a camera.

Responsibilities

• Assist clients with consumer and small business solutions.
• Leverage resources to optimize client experience.
• Manage client interactions while abiding by regulatory requirements.

Skills

Customer service experience

Management experience

Ambition & drive

Job description

A financial services company based in San Antonio, Texas is seeking an Entry-Level Financial Professional. This role offers comprehensive training and does not require prior financial experience. Candidates should possess ambition and customer service skills. Agents will assist clients with financial solutions and utilize company resources to ensure operational excellence. Work can be performed remotely or in a hybrid setting. This is an ideal opportunity for those looking to enter the financial sector and contribute positively to the community.