Financial Services Representative(Entry Level) Walsh Financial Group Oakland, CA Job Details Part-time | Full-time $1,500 - $3,000 a month 18 hours ago Benefits Work from home Qualifications Insurance needs analysis Customer follow-ups Customer communication Financial sales Customer relationship building Interviewing clients Life insurance knowledge Managing clients in a finance role Financial product expertise Coordinating with insurance clients Financial goal setting advisory services Life insurance sales Insurance sales Communication skills Sales follow-up Entry level Full Job Description We are looking for motivated individuals interested in developing skills in financial services, insurance, client education, and professional sales. As a Financial Services Representative, you will work with individuals and families to help them understand financial protection, life insurance, savings, and other financial-service concepts. What You'll Do Meet with individuals and families to discuss their financial goals and protection needs Educate clients about available financial products and services Conduct client needs-based reviews Develop and maintain professional client relationships Follow up with prospective and existing clients Participate in company training and professional development Work toward obtaining the licenses required for the products and services you offer What We're Looking For Strong communication skills Professional and dependable attitude Willingness to learn Comfortable speaking with people Ability to work independently and as part of a team Sales or customer-service experience is helpful, but not required Training & Licensing Paid Licensing New representatives receive training and guidance related to the business, products, and applicable licensing requirements. Specific licensing requirements, costs, compensation, and independent-contractor terms will be explained before moving forward. Who This May Be a Good Fit For This opportunity may be a good fit for someone who wants to develop sales and financial-services experience, work with clients, and build a flexible professional schedule. Apply Submit your application to learn more about the opportunity, compensation structure, licensing requirements, training, and expectations.

Pay:

$1,500.00 - $3,000.00 per month

Benefits:

Work from home

Work Location:

Hybrid remote in Oakland, CA 94623