Exciting Career Opportunity:

Join our prestigious financial services firm, where we are on the lookout for eager candidates to fill a rewarding position that emphasizes outstanding customer support. This role is available in both part-time and full-time capacities, centered on fostering relationships and assisting individuals with their financial goals. Your exceptional customer service skills and a genuine desire to lend a hand are what we value most. Enjoy the flexibility of working remotely via Zoom, or at a nearby branch, without the pressure of a call center or sales environment, as our customers are pre-assigned to you.

We are seeking driven individuals who are adept at working collaboratively with diverse teams. Ideal candidates will possess strong team-building abilities, exhibit resilience in overcoming challenges, and demonstrate a commitment to continuous personal and professional development.

While prior experience in finance is not essential, we prioritize interpersonal and social skills. We offer an extensive training program that will thoroughly prepare new associates for their role in our organization.

About Our Industry:

The U.S. Department of Labor recognizes the financial services sector as one of the fastest-growing career fields.

Core Responsibilities:

In this position, you will play a crucial role in assisting and educating clients on their financial planning options. One of the greatest advantages of our industry is the ability to work remotely, providing you with the freedom to choose your work environment and hours. Your responsibilities will include guiding clients through various financial planning aspects, such as retirement plan rollovers, investment opportunities, life insurance products, annuities, and college savings plans. You will be instrumental in addressing long-term care and life insurance needs, as a significant portion of the U.S. population seeks guidance in these vital areas, allowing you to make a meaningful difference in their lives.

Preferred Experience Background:

– Customer Service

– Sales

– Marketing

– Accounting

– Managerial, Leadership, or Entrepreneurial Roles

Job Structure and Compensation:

This position operates as a 1099 employee, with compensation based on commission.

Application Process:

To express your interest, please respond to this job posting on CareerBuilder. Our hiring team will review your resume, and if selected, we will reach out to you via the email address provided. You will then be invited to a virtual interview via Zoom, scheduled within 1-2 days of our contact. We look forward to connecting with you soon on a first-come, first-serve basis.

Thank you, and best of luck!