Remote Wealth Education Specialist — No Experience Needed

Melius Consulting; San Francisco (CA); Hybrid; USD 60.000 - 90.000; Vollzeit

Benefits dieser Stelle

Study materials

Exam prep support

Remote work options

Hybrid work options

Online tools and training

Personalized scheduling

Zusammenfassung

Melius Consulting in San Francisco is seeking an Agent to educate clients on wealth management and financial strategies. No prior financial industry experience is required as training is provided by leadership; you will help clients with personal and business financial education and solutions.

Remote and hybrid work options are available, with flexible scheduling and weekly coaching to help you pass licensing exams and grow within the company.

Qualifikationen

• Ambition to make a positive impact in the community.
• Customer service and/or management experience.
• 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.

Aufgaben

• Assist and educate clients with consumer and small business solutions and strategies.
• Leverage resources and processes to optimize the client experience and accuracy.
• Adhere to processes, laws, and guidelines in day-to-day activities like policy submissions and account maintenance.
• Manage client interactions by choosing the best course of action while complying with regulations.

Kenntnisse

Ambition

Customer service

Background check

Licensing exam

Citizenship

Computer with a camera

Jobbeschreibung

Melius Consulting in San Francisco is seeking an Agent to educate clients on wealth management and financial strategies. No prior financial industry experience is required as training is provided by leadership; you will help clients with personal and business financial education and solutions.

Remote and hybrid work options are available, with flexible scheduling and weekly coaching to help you pass licensing exams and grow within the company.