Financial Associate

Full-time/Part-time
Remote within US
$75,000-500,000/yr
No visa sponsorship

Benefits

Bonus
401(k) with Matching
Equity / Stock Options
Flexible Working Hours
Sales commission

Job description

Role Description


  • Assist clients in understanding and selecting financial products that meet their needs.
  • Build and maintain strong relationships with clients to ensure satisfaction and retention.
  • Conduct market research to identify potential clients and new sales opportunities.
  • Prepare and deliver presentations to clients on financial services and products.
  • Collaborate with team members to achieve sales targets and improve service delivery.


Qualification


  • Strong interpersonal and communication skills.
  • Knowledge of financial products and services.
  • Ability to work independently and as part of a team.
  • Proven sales experience or a background in finance is a plus.

More information

Minimum education level

N/A

Experience level

N/A

Job skills

Financial Analysis

Sales Techniques

Client Relationship Management

Investment Knowledge

Market Research

Risk Assessment

Sales

Coachable

Communication

Customer Service

Company overview

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