Financial Services & Sales | 100% Remote | Part-time or Full-time
This position offers the opportunity to join a dynamic and client-focused team within the financial services industry. As a Financial Services & Sales Representative, you will work remotely to provide personalized financial solutions and support to clients. This role is flexible, accommodating both part-time and full-time schedules, making it ideal for driven professionals seeking work-life balance.
Key responsibilities include building client relationships, assessing financial needs, offering tailored products and services, and achieving sales goals. The position requires strong communication, self-motivation, and a commitment to delivering exceptional customer service.
With comprehensive training, competitive compensation, and a supportive remote environment, this role is perfect for individuals passionate about helping clients achieve their financial goals while advancing their own careers in the financial industry.
Job description
Financial Services & Sales | 100% Remote | Part-time or Full-time |
Job Description:
We are currently seeking candidates for a position within our esteemed financial services company. This role is available on both a part-time and full-time basis, focuses on delivering exceptional customer care. Although the position is in the financial industry, it is centered around engaging with and assisting individuals. We prioritize candidates who possess excellent customer service skills and a genuine willingness to help others. This opportunity offers the flexibility to work and train remotely via Zoom.
• Are you a "people person"? (do you like talking to people?)
• Do you enjoy educating individuals about the newest concepts you have learned?
• Are you looking for a career that allows you to help individuals while achieving your personal and professional goals?
• Are you interested in working from home and creating your own schedule?
• Are you an ambitious, self-disciplined, and highly motivated individual with an entrepreneurial spirit (be your own boss)?
If so, then we have the perfect job for you.
No experience? No problem. We provide a world-class training program that's flexible, includes hands-on training, mentoring, and coaching.
We are looking for U.S. citizens who are willing to get licensed and strive to build something for themselves without the constraints of a traditional 9-5 job.
We offer encouragement and all expense-paid incentive trips instead of quotas.
Candidates must be able to pass a background check. We believe in unlimited earning potential and do not impose any caps on your income.
Key Responsibilities:
• Study, learn, and execute with on-the-job training
• Shadow client meetings, plan designs, and presentations
• Analyze client financials to determine their needs and risk tolerance
• Review available options for clients
• Recommend which areas or services fit the client's needs
• Participate in marketing and expansion strategies
Qualifications:
• Minimum 18 years of age
• Legal U.S. Resident, Citizen, or Work Permit with SSN
• Pass a background check
• Able to complete licensing requirements within 30 days
• Entrepreneurial spirit.
About Our Industry:
The financial services industry was recently recognized as the #1 growing career by the U.S. Department of Labor.
Employment Type and Compensation:
1099 employee/ Compensation is commission-based (% paid based on closures)
What we offer:
• Work from home/remote
• Excellent training, mentoring and coaching.
• Flexible working hours
• Part-time, full-time or twin career positions available
• All expense-paid incentive trips
• Unlimited growth potential
• Be your own boss.
Do not apply if you live outside the U.S., U.S. Territories or Canada.
Do not apply if you are looking for a work visa.
• *By applying for this position you are giving permission to the hiring company to contact you by SMS, Email, and Phone Call.**
Job Types: Full-time, Part-time
Pay: $4,000.00 - $150,000.00 per year
Benefits:
• Flexible schedule
• Work from home
Job Types: Full-time, Part-time
Pay: $4,000.00 - $150,000.00 per year
Benefits:
• Flexible schedule
Application Question(s):
• Do you understand that this is a commission-paid position?
• Do you have an entrepreneurial spirit?
• Where are you located?
