About Us:
We are a growing financial education company committed to empowering individuals and families with the knowledge and tools they need to make smart financial decisions. We specialize in areas such as budgeting, debt management, insurance planning, and wealth-building strategies.
Job Overview:
We are seeking motivated, personable, and reliable Client Representatives to join our dynamic team. In this role, you will work directly with clients, helping them understand financial concepts and offering solutions tailored to their unique goals. You’ll play a key role in delivering an exceptional client experience through strong communication and customer service.
Responsibilities:
- Engage with new and existing clients to understand their financial needs and goals
- Provide education on financial products and services
- Maintain strong communication and follow-up with clients
- Attend ongoing training to stay current on industry trends and tools
- Represent the company professionally online, in-person, or via phone/Zoom
Qualifications:
- Excellent customer service and interpersonal skills
- No felonies
- Strong communication and active listening skills
- Motivated, dependable, and goal-oriented
- Ability to work independently and as part of a team
- No prior financial experience required – full training provided
Perks & Benefits:
- Flexible schedule
- Opportunity for advancement
- Licensing and training support
- Supportive team culture and mentorship
Job Types: Full-time, Part-time
Pay: $3,000.00 - $5,000.00 per month
Benefits:
- Financial planning services
- Flexible schedule
- Paid training
- Referral program
- Retirement plan
Compensation Package:
- 1099 contract
- Bonus opportunities
- Commission pay
- Employee stock purchase plan
- Profit sharing
- Stock options
Work Location: Hybrid remote in Fresno, CA 93711
