Financial Services Consultant

Job Summary
Job description:

Overview

We are looking for individuals who are self-motivated, possess effective communication skills and excellent customer service skills. Individuals who have a desire to help people, and a willingness to enter a training program as an entry-level financial services professional to steadily grow into management positions because we only promote from within our organization.

Due to our in-depth training program, there is no experience necessary and provide a compenhensive educational approach to all new associates, in addition to the following:

* Flexible Schedule (Part-Time or Full-Time Positions Available)

* Exciting Work Environment

* Unlimited Growth Potential

*Work From Home

*Opportunities for world travel incentives

Responsibilities

Develop financial plans based on clients' long-term and short-term financial goals.

Manage client's assets, policies and/or investment strategies.

Provide insights on financial products and services, including investment opportunities and risk management.

Maintain strong relationships with clients through regular communication and follow-ups.

Be trained on up-to-date on relevant financial products with 100+ A-rated financial companies to provide clients with current advice.

Collaborate with other financial professionals to enhance service offerings and client satisfaction.

Requirements

Familiarity with customer relationship management strategies to enhance client engagement.

Excellent organizational skills

Basic comprehension of financial concepts

Strong communication skills to effectively convey information to clients and stakeholders.

Join us as a Financial Services Consultant where you can make a significant impact on our clients' financial well-being while advancing your career in a dynamic environment.

Job Types: Full-time, Part-time, Contract

Work Location: Remote

Pay: $64,415.96 - $77,576.20 per year

Benefits:

• Financial planning services
• Flexible schedule
• Referral program

Work Location: Remote