Remote Financial Associate - no previous financal experience required

About this role

• **Position Summary** A Financial Services Representative communicates with clients, learns about their financial priorities, and provides information about relevant financial products and services.
• A successful candidate will demonstrate professionalism, strong communication skills, attention to detail, and a commitment to ethical client service.
• **Responsibilities** * Communicate professionally with prospective and existing clients.
• * Listen to clients' questions and identify their needs.
• * Explain available financial products and services accurately.
• * Help clients understand financial protection and planning options.
• * Maintain professional client relationships and follow up on inquiries.
• * Keep accurate records and follow established procedures.
• * Protect confidential client information.
• * Participate in applicable role-related training.
• * Follow relevant licensing requirements and financial services regulations.
• **Qualifications** * Strong verbal and written communication skills.
• * Professional customer service and interpersonal skills.
• * Good organizational skills and attention to detail.
• * Ability to learn financial concepts and communicate information clearly.
• * Dependability and effective time management.
• * Ability to work independently and collaboratively.
• * Interest in financial services and client education.
• **What We Offer** * Flexible scheduling options * Remote work * Comprehensive training and mentorship * Professional development and leadership opportunities * Supportive team environment * Access to industry resources and educational programs Qualified applicants will be invited to a 10-15 minute phone call.
• Pay: $55,000.00 - $90,000.00 per year Benefits: * Flexible schedule Work Location: Remote

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