We are looking for motivated, people-oriented individuals to join our team as Financial Services Representatives. In this role, you will work directly with clients to help them develop a personalized financial game plan based on their individual goals and needs.
Key Responsibilities
● Meet with clients to discuss financial goals and provide guidance on retirement planning, income protection, and debt solutions.
● Build and maintain strong client relationships through ongoing communication and account support.
● Assist clients with updating and maintaining their accounts.
● Utilize our CRM system to manage client information, follow-ups, and appointments.
● Connect with potential clients through social media, networking, and face-to-face community outreach.
● Conduct client appointments through Zoom or in-person at the client’s home or another agreed-upon location.
● Provide ongoing education and support to help clients make informed financial decisions.
● Develop professional relationships and contribute to the growth of the team.
Requirements & Licensing:
● Complete the your state requirements course education program for licensing.
● Successfully pass the applicable state licensing examination.
● Obtain a Life Insurance license.
● Be willing to pursue an investment-related license as required for the position.
● Strong communication and interpersonal skills.
● Self-motivated, coachable, and willing to learn.
● Comfortable working with clients both virtually and in person.
● Ability to build relationships and network within the community and through social media.
What We’re Looking For
Someone who enjoys helping people, is motivated to learn, and wants the opportunity to build a career in the financial services industry. Previous financial experience is helpful but not required; training and licensing support are provided.
Pay: $40,000.00 - $100,000.00 per year
Benefits
Flexible schedule
Work from home
Work Location: Hybrid remote in Burbank, CA 91502