United States Job Openings
Confidential
Financial Professional
FULL TIME & PART TIME & CONTRACT
October 31, 2024
We are seeking a dedicated and motivated Financial Professional to join our team. In this role, you will be responsible for providing financial guidance and support to clients, helping them make informed decisions about their financial futures. You will engage with clients to assess their needs, offer tailored solutions, and build lasting relationships based on trust and integrity.
Responsibilities
- Conduct comprehensive financial assessments for clients to understand their needs and goals.
- Provide expert advice on various financial products, including insurance and investment options.
- Develop customized financial plans that align with clients' objectives.
- Maintain strong relationships with clients through regular follow-ups and exceptional customer service.
- Stay informed about market trends and changes in the financial landscape to provide accurate information to clients.
- Collaborate with team members to enhance service delivery and client satisfaction.
- Participate in ongoing training and professional development opportunities to enhance your skills and knowledge.
- Strong customer service skills with a focus on building relationships.
- Proficiency in Spanish or other languages is a plus; bilingual candidates are encouraged to apply.
- Sales experience, particularly in insurance sales or retail sales, is highly valued.
- Familiarity with benefits administration and telemarketing techniques can be advantageous.
- Ability to analyze market conditions and identify opportunities for clients.
- Excellent communication skills, both verbal and written, with an emphasis on clarity and professionalism.
- A proactive approach to problem-solving and a commitment to client success.
Job Types: Full-time, Part-time, Contract
Pay: $74,641.00 - $227,278.00 per year
Expected hours: 8 – 20 per week
Benefits:
- Flexible schedule
- Health insurance
- Paid time off
- Work from home
- Bonus opportunities
- Commission pay
- Do you live in the United States and have a Social Security Number?
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