Note: The job is a remote job and is open to candidates in USA. Scaled Up Wealth is a financial brokerage dedicated to empowering individuals, families, and small businesses across the United States with effective financial strategies. They are seeking an Entry Level Financial Strategist to identify potential clients, build relationships, and introduce them to financial solutions, while providing top-tier customer service and assisting with sales initiatives.
Responsibilities
- Identifying potential clients
- Building relationships
- Introducing clients to financial solutions
- Communicating with prospects
- Providing top-tier customer service
- Guiding clients through financial products
- Assisting with sales and training initiatives
Skills
- Strong Communication and Customer Service skills
- Proficiency in Sales and a clear understanding of the sales process
- Eagerness to learn about financial services and solutions
- Ability to work independently in a remote environment
- High school diploma or equivalent required
- Experience in Training and Sales Management is a plus
Benefits
- Flexible remote position
- Opportunities to learn about financial services
- Opportunities to obtain licensing
- Receive ongoing training
- Grow into higher-level roles with increased responsibility and income potential
- Room for advancement
- Side gig
Company Overview