Financial Services Agent

Overview Join our unique and one-of-a-kind dynamic office culture as an important member of the financial services team, where you'll play a vital role in delivering comprehensive financial solutions to clients. This energetic opportunity offers a wide range to engage with diverse financial products, provide expert advice, and foster long-term relationships. As a key contributor, you'll help clients navigate their financial journeys with confidence, ensuring they achieve their wealth management and estate planning goals through proactive service and expert insights. Duties Conduct thorough financial analysis to identify client needs and recommend suitable financial services and products. Maintain strong customer relationships through regular communication, follow-up, and tailored financial advice. Stay updated on industry regulations such as securities law and tax laws to ensure compliance across all client interactions. Build long-term client relationships through excellent service. Participate in weekly trainings and professional development sessions. Schedule appointments and manage personal workflow efficiency. No prior financial experience required- training is provided. Transition customer service and communication skills into financial services. Build Professional confidence through real hands-on training and coaching. Flexible Scheduling In-person, Remote, and Hybrid options. Leadership Development Mentorship Provided Purpose Driven Career Work- Life Flexibility Career Advancement Opportunities. Requirements Familiarity with financial software tools used for research, analysis, and customer relationship management (CRM). Excellent math skills combined with the ability to interpret complex financial data accurately. Strong sales aptitude with the ability to communicate technical accounting principles clearly to clients. Demonstrated ability to adhere to securities law and other regulatory requirements while providing exceptional service. High School Diploma Must be 18 years or older. Must obtain a State Life License or be willing to take the required steps in getting a State License.

Benefits:

Financial planning services Life insurance Referral program Retirement plan Application Question(s): Are you willing to complete state licensing requirements if you are not already licensed? Describe a time hen you had to overcome a major challenge professionally or personally.

What motivates you more:

Stable Routine or Growth Opportunity? How comfortable are you speaking with new people daily? Describe your customer service or client-facing experience. On a scale 1-10, how would you rate your communication skills? What keeps you motivated to keep going even on hard days? Have you or someone close to you ever experienced financial hardship that changed your perspective on money? What attracted you to the opportunity specifically? Are you open to mentorship, training, and personal development coaching? What season in your life are you currently and where would you like to be in the coming years?

Work Location:

In person