Note: The job is a remote job and is open to candidates in USA. Strong Capital Enterprises provides accessible financial education and tailored financial services to help individuals and families make informed financial decisions. The Entry-Level Financial Services Representative supports clients through introductory consultations, financial product explanations, needs reviews, follow-up coordination, record maintenance, and ongoing training.
Responsibilities
- Conducting introductory consultations
- Answering client inquiries
- Explaining basic financial concepts in clear, accessible language
- Assist with reviewing client needs
- Presenting suitable financial service options
- Coordinating follow-up communications
- Maintaining accurate records
- Collaborating with team members to improve client experiences
- Participating in ongoing training to stay current with industry trends and company offerings
Skills
- Foundational knowledge in Finance and Financial Services, with the ability to learn and apply new concepts quickly
- Interest or experience in Investments, including understanding simple investment vehicles and risk considerations
- Strong Customer Service skills, with a focus on active listening, empathy, and clear communication
- Basic understanding of Insurance products and their role in comprehensive financial planning
- Excellent verbal and written communication skills and the ability to explain complex topics in straightforward terms
- Comfort working in a remote environment, with reliable internet access and good time-management skills
- High level of integrity, professionalism, and commitment to client confidentiality
- Able to complete licensing requirements within 60 days
Benefits
- Full-time/part-time remote role
- Participating in ongoing training to stay current with industry trends and company offerings
Company Overview