Job Description

We urgently seek new talent to join our company as a financial consultant immediately! Our firm has been leading the financial services industry for over 30 years. Due to current events, our firm has easily transitioned into online services, allowing the perfect opportunity to work from home. We are rapidly growing and actively seeking help from anywhere in the U.S. (providing that you have a working laptop and internet). Responsibilities:

• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
• Design customized financial plans suitable for each client based on potential life changes and changing financial needs
• Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
• Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given

Qualifications: * Outstanding communication skills, both verbal & written* Able to work effectively in a team environment* Detail-oriented and the ability to follow up on tasks* Work effectively under pressure and maintain a positive attitude* Capable of multitasking, prioritizing, and managing time efficientlyIf you have these qualifications, you have a solid foundation to start in our company.****Must reside in the United States ********Must have a valid Social Security**** About Company: Our firm has been leading the financial services industry for over 30 years. We take an educational approach to teaching people about basic financial concepts. This way they may feel more comfortable making better decisions about their finances. We represent a full-service financial firm that deals with investments, wealth management, tax-free retirement options, college planning, long-term care, estate planning, business planning, credit restoration and much more!

Job Tags

Immediate start, Work from home,

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