Remote Part-Time Financial Advisor Support & Prospecting

Northwestern Mutual; Philadelphia (Philadelphia County); Hybrid; USD 27,552 - 41,328; Part time

Job summary

A leading financial services company is seeking a part-time hybrid Assistant Financial Representative in Philadelphia. The role involves supporting financial advisors with outbound calls, setting meetings, and confirming appointments. Candidates should be comfortable on the phone and have organizational skills, while familiarity with insurance products is beneficial. This position offers the opportunity to gain insights into financial planning and client interaction, making it an excellent entry point into the financial services industry.

Qualifications

• Experience supporting financial advisors and handling client calls.
• Ability to manage and track work efficiently.
• Prior experience in financial services is a plus.

Responsibilities

• Support financial advisors in making outbound calls to prospects.
• Assist in setting meetings and confirming appointments.
• Learn financial planning principles and sales strategies.

Skills

Experience with Phoning

Strong organizational skills

Time-management skills

Comfortable on the phones

Familiarity with Insurance products

Job description

A leading financial services company is seeking a part-time hybrid Assistant Financial Representative in Philadelphia. The role involves supporting financial advisors with outbound calls, setting meetings, and confirming appointments. Candidates should be comfortable on the phone and have organizational skills, while familiarity with insurance products is beneficial. This position offers the opportunity to gain insights into financial planning and client interaction, making it an excellent entry point into the financial services industry.