Financial Services Representative

About this role

• **Overview** We are seeking dynamic and client-focused individuals to join our NATIONAL team as **Financial Services Professionals (Agents, Advisors, or Licensed Referral Representatives)**.
• This role involves providing expert financial advice, developing client relationships, and offering tailored financial solutions.
• The ideal candidate will possess strong communication skills, sales experience, and a passion for helping clients achieve their financial goals.
• Bilingual abilities and knowledge of insurance sales, marketing, and benefits administration are highly valued.
• This position offers an exciting opportunity to grow within a reputable organization committed to professional development and excellent customer service.
• **Responsibilities** * Engage in activities to identify and acquire new clients through social media outreach, networking engagement, referrals, and various community outreach activities * Conduct comprehensive financial analysis to recommend suitable products and services that meet client needs * Manage **administration** tasks including documentation, follow-up, and maintaining accurate client records * Provide ongoing **customer service** support to retain clients and foster long-term relationships * Assist clients with retirement planning, estate and legacy planning, debt reduction, and many other financial solutions * Develop marketing strategies to promote financial products and services in various channels including telemarketing campaigns * Maintain up-to-date knowledge of industry trends, product offerings, and regulatory changes **Requirements** * Strong **communication skills** with the ability to explain complex financial concepts clearly and to close deals effectively while maintaining client satisfaction * Ability to perform detailed analysis using relevant tools and software * Multilingual or bilingual abilities are not mandatory but appreciated to serve diverse client populations * Demonstrated ability to build rapport with clients and provide exceptional customer service * Knowledge of industry regulations such as **HIPAA** is desirable * Self-motivated with a proactive approach to business development and client engagement Join our team as a **Financial Services Professional** where your expertise will help clients secure their financial future while advancing your career in a supportive environment focused on growth and excellence.
• Pay: $50,306.77 - $90,584.49 per year Benefits: * Flexible schedule Application Question(s): * Are you a U.S.
• Citizen or Permanent Resident of the U.S.?
• * Do you reside in the U.S.
• full time?
• Which City and State do you reside in?
• * Are you open to the opportunity of working as a member of a team to help others receive a proper financial education and follow on resources?
• * Are you currently employed or do you currently work 1099 or run a business?
• * Are you ok with paying for your background check and licensing fees and being reimbursed if completed within 21-45 days?
• * After your initial training, are you open to working virtually, creating your own schedule, working autonomously and earning commissions with every client helped?
• Work Location: Remote

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