Job Details
Job Description:
Who we are looking for...
- We are hiring for a position that can be worked part-time or full-time, in the role of a professional who helps with customer care. We are a company in the financial services industry, and although the position is with a financial company, the position involves speaking to and helping people, so we seek out candidates that are great with customer service and helping others first and foremost. The position can be worked remotely from home.
The position is absolutely not a call center-based position or a sales position.
- Successful candidates will be self-motivated and have the ability to work with a wide variety of people. They will demonstrate team building skills, as well as being adept at embracing challenges and show an ongoing commitment toward personal and professional growth.
- No prior experience in the financial industry is mandatory, as we primarily look for a candidate s social/people skills. There is a comprehensive training program offered with the position, to fully prepare a new associate for the position.
Our Industry & Who We Are...
-The financial services industry and its workplace, was recently ranked as the #1 growing career by the U.S. Department of Labor.
Job Duties...
- A professional's day to day duties consist of helping and educating people about their options within the world of financial planning. The beauty of our industry today, is that it can be worked remotely...anywhere and anytime.
- Whether helping someone with retirement planning, college planning, long term care, life insurance, and much more; over 90% of people in the United States receive no guidance, and many times are left without solutions that can benefit them or their families.
- A typical day in this position, would see you virtually (Zoom) helping anywhere between 2-6 people with
some of the above areas of focus in the financial services industry.
- The position is classified as a sales position. While you are not physically selling something, you are
selling/helping customers who need assistance with the financial planning that they need to do in their life. The selling and assistance of such things are: retirement plan rollovers, investments, life insurance based products, annuities, college plans, and more.
Experience in these following fields are desirable...
- customer service
- sales
- marketing
- accounting
- managerial/leadership/entrepreneurial roles
Employment type and compensation...
- 1099 employee / Commission