Financial Service Advisor
Job description
******Unlimited Earning Potential******
Financial Services is a $109 trillion industry. We are a full service Financial Services firm in a regulated industry, that provides an opportunity for agents to build a business/agency, receive extensive training to learn the financial and insurance industry. Agents will receive consistent coaching and mentorship. Financial Advisor helps people and/or businesses organize their finances in preparation for their future. Their duties include discussing finances and financial goals with clients, developing financial strategies for clients and reporting on financial progress. Here are the qualifications for this role:
Responsibilities
- Researching financial products for clients and explaining their key features and benefits.
- Provides financial planning services by advising the customer on the advantages and disadvantages of different product decisions in alignment with their individual needs and goals.
- Developing financial strategies for clients and reporting on financial progress.
- Deliver customized investment and insurance solutions agreed upon by clients.
- Supporting and/or managing a team of professionals to cultivate client /agent relationships
Qualifications
- Degree not required
- Industry experience not required
- Ability to work remotely
- Customer service oriented
- Desire to help others succeed
- Team player
- Commission based
- MOST IMPORTANT: driven to win and work your a** off
If you are tired of being tired of life, not having FINANCIAL FREEDOM and/or would like to diversify your financial portfolio. We would be honored to interview you and/or provide a complimentary Financial Coaching session!
Let's schedule an interview to discuss your financial growth goals. We look forward to hearing from you