Note: The job is a remote job and is open to candidates in USA. FBSPL is seeking a Financial Services Representative to advise households with complex financial situations through scheduled consultations. The role involves assessing clients’ financial positions, presenting recommendations and tradeoffs, responding to objections, submitting and tracking applications, and documenting advice for professional review.
Responsibilities
- Prepare before each consultation rather than reading it cold
- Map income, assets, obligations, and dependents into one clear picture
- Present recommendations with the reasoning and alternatives visible
- Answer objections from clients comparing you against other advice
- Submit and track applications to issue with case management
- Document to a standard that holds up to outside review
Skills
- • Three or more years advising clients on financial matters or comparable work
- • Ability to hold a longer conversation without losing the client
- • Real comfort with numbers and with explaining them simply
- • Writing another professional could read
- • Private home office, reliable internet, business-appropriate video setup
- • Standard weekday business hours
Benefits
- Compensation is tied to the business you place.
- Full time, remote work, Monday through Friday on business hours.
- Consultations booked and confirmed by a dedicated appointment team.
- Case management handling submissions and underwriting.
- Training on products and the review process used across the desk.
- CRM, illustration and quoting software, and conferencing tools.
- Weekly desk meetings and individual coaching.
- Progression toward senior advisory work.
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