Job Details
Sales & Client Experience
Part-time Financial Services Representative, Full-time Financial Services Representative
Position Requirements
- Great attitude
- Quick Learner
- Ability to work independently
- 18 years or older
- Background check, No felonies
- Internet access and computer or tablet
- No Prior Experience Required
Soft skills:
- Customer service - able to find solutions for potential and existing clients
- Problem Solver - able to find answers to simple problems
- Team Player - able to work, compete, and cheerlead others on the team
- Work Independently - able to work independently with clients after a training period.
- Computer proficient - able to use a web browser and Zoom, or willing to learn to work remotely.
- Coachable - able to take coaching and correction as needed to excel
- People skills - comfortable talking to a person or couple via Zoom and being able to help them find solutions in a client-centric way.
Terms of Employment
- Independent Contractor, Commission Based
Reports to: Regional Vice President and Regional Leader
We get the joy of helping people get out of debt sooner than they thought as well as building their wealth. You are the person to help them achieve financial independence.
Job goals:
- Get fully licensed in 6-8 months, Life Licensed, SIE, Series 6, Series 63 ( Company provided training)
- Find new clients
- Service existing client
- Help recruit and train new teammates ( additional compensation provided)
Core Performance Responsibilities
- Recruiting Madman
- Customer service guru
- Marketing Sniper
The position is great for people looking at exploring other career fields or maybe burned out of their current job.