Job details
Job Type
Full-time
Part-time
Contract
Indeed’s salary guide
- Not provided by employer
- $49.6K – $62.8K a year is Indeed’s estimated salary for this role in Remote.
Full Job Description
Job Type: Financial Professional (Full time & part-time contract)
Job Duties
A financial professional is responsible for educating clients on products and services available to help them achieve their financial goals. The job duties include:
Meeting clients individually to determine financial objectives.
Educating on products and services available for asset protection and wealth preservation
Maintaining compliance within the financial industry
Identifying and prospecting potential clients to maintain a steady client base
Provide excellent customer service
Maintain a high level of confidentiality and have a client-focused attitude
Qualifications
- Self-disciplined & Self-sufficient while working in a team setting
- Interpersonal skills
- Strong written and verbal communication skills
- Organizational skills
- Ability to work independently as well as cohesively with other financial professionals and team members
- Ability to meet deadlines with a sense of urgency
- Ability to effectively identify and solve problems
- Computer skills
- Professional attitude and demeanor
- Ability to multitask in a fast-paced client-oriented environment
- Integrity
- Proactive and anticipates situations and positive solutions
- Licensed & Certified in Life health or willing to become licensed within 21 days
Benefits
- Unlimited income growth opportunity
- Opportunity to build a business within this platform
- Business coaching
- Leadership development
- Free financial review
Job Types: Full-time, Part-time, Contract
Schedule:
- 8 hour shift
Supplemental Pay:
- Bonus pay
Work Location: Remote
Hiring Insights
On-going need to fill this role
Job activity
Posted 1 day ago
Source ⇲
