About our Company:
We are a leading financial services company that provides individuals and families with the guidance and advice they need to manage their wealth and build a sustainable financial future. With our team of experienced professionals, we provide comprehensive services that allow our clients to make informed decisions about their financial future. We strive to ensure that our clients experience the highest level of service and satisfaction.
Job Description:
The Entry-level sales representative will provide comprehensive financial services to individuals and families. This role involves providing guidance and recommendations on various financial matters such as retirement planning, college planning, estate planning and more. The ideal candidate will be a self-starter with strong customer service skills and a motivation to succeed.
The Successful Applicant:
The successful applicant for the Entry-level sales representative position at our firm will have excellent communication and customer service skills. They will be good at problem solving, can prioritize tasks, and be willing to take on challenges. They will also have the ability to work independently and be comfortable working in a team environment. The successful applicant must be motivated, goal-oriented, and ambitious. No experience is necessary; we will train the successful applicant.
Job Types: Full-time, Part-time
Pay: $70,000.00 - $82,000.00 per year
Benefits:
- Financial planning services
- Flexible schedule
- Life insurance
- Referral program
Weekly schedule:
- Choose your own hours
- Monday to Friday
- No weekends
Work setting:
Education:
Experience:
- Customer service: 1 year (Required)
License/Certification:
- Life & Health Insurance License (Preferred)
Work Location: Remote