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 decisions. The Entry-Level Financial Services Representative supports clients through introductory consultations, financial guidance, product information, 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
- Assisting 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
- 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