Financial Services Representative
We are seeking motivated individuals to join our team as Financial Services Representatives. In this role, you will help individuals and families identify their financial goals and learn about financial products and strategies that may support those goals.
Responsibilities:
Meet with prospective and existing clients virtually or in person.
Educate clients on available financial products and services.
Build and maintain client relationships.
Attend training and develop industry knowledge.
We are currently seeking a few people looking to work from home or hybrid.. please schedule a zoom for more information with the link below or text interested to (360)485-5609 for link to schedule
https://calendly.com/glastaziza2024/group-expansion-meeting
Network and generate business through referrals and personal outreach.
Maintain a professional and client-focused approach.
Qualifications:
Strong communication and interpersonal skills.
Self-motivated and goal-oriented.
Willingness to learn and complete required training/licensing.
Ability to work independently and manage your schedule.
Previous financial-services experience is not required.
Position: Flexible / Work From Home
Industry: Financial Services
