Financial Services Representative

Do you have an interest in learning how money works, strategies familiar to the wealthy, and, building an asset with your time? Do you care about people? Have you considered transitioning to a different industry or career? We are looking for you! We are looking for a talented and success-motivated individual ready to become educated in the high-income financial services industry. Our Twin-career entry-level opportunity was created for professionals who are currently working (not available to unemployed at moment) and are looking to transition into the financial industry but don’t have the experience, normal degree or industry license requirements. We offer tremendous guidance, encouragement, and apprenticeship training for those who want to take this path.

Responsibilities

● Meeting and contacting new potential clients to discuss financial concerns and needs

● Conducting information-gathering meetings with clients

● Analyzing client needs and presenting potential solutions

● Providing ongoing service to clients

● Developing and implementing personal business and marketing plans

● On-going development of professional skills and knowledge

● Participate in marketing and expansion strategies and efforts

● Provide exceptional customer service

● Learn financial strategies to improve your own knowledge and help others

● Help individuals, families, and businesses with identifying and implementing strategies to achieve short-term, mid-term, and long-term financial goals, including but not limited to retirement planning, college planning, debt management, insurance, investments, estate & legacy goals.