Financial services representative West M and Associates Financial Services Honolulu, HI Job Details Part-time | Full-time $45,000 - $65,000 a year 21 hours ago Benefits Work from home Flexible schedule Qualifications Professional networking Customer relationship building Zoom Managing clients in a customer support role Video conferencing software Financial services Video conferences (communication methods) Video conferencing systems operation Full Job Description Job Summary We are seeking a motivated and personable Financial Services Representative to join our team. In this role, you will engage with clients to provide basic financial services, educate them on insurance products, and build lasting customer relationships. The ideal candidate is eager to learn, comfortable working via Zoom, and interested in developing skills in client communication, social media advocacy, and financial education. This paid position offers an excellent opportunity to gain entry-level experience in the financial services industry while helping clients achieve their financial goals. Duties Communicate effectively with clients to understand their financial needs and provide relevant information about insurance products and services Build and maintain strong customer relationships through personalized service and ongoing support Utilize CRM systems proficiently to manage client data, track interactions, and follow up on client inquiries Stay informed about insurance regulations to ensure compliance in all client interactions Assist clients via virtual platforms such as Zoom, providing accessible and convenient service Work to educate clients on financial topics, including basic entry-level financial services Use social media platforms to advocate for financial literacy and promote the company's services Requirements Strong communication skills with a focus on client engagement and relationship building Proficiency with CRM systems or willingness to learn new software tools Ability to work effectively via Zoom and other virtual communication platforms Eagerness to learn about financial services, insurance regulations, and social media advocacy Customer-oriented mindset with a professional attitude Interest in working with the public and helping educate clients about financial products and services This position offers an engaging environment for individuals interested in starting a career in financial services while making a positive impact on clients' financial well-being.

Pay:

$45,000.00 - $65,000.00 per year

Benefits:

Flexible schedule Work from home

License/Certification:

Social Security Number or Employee Identification Number (Preferred)

Work Location:

Hybrid remote in Honolulu, HI 96821