Palm Beach County based Financial Advisory firm is looking to hire a Financial Representative on a permanent, full-time basis:
Job Responsibilities
- Setting appointments with prospective clients
- Qualifying and onboarding new clients
- Present insurance and investment forecasts to prospects
- Budgeting through our proprietary software for individuals and businesses
- Maintaining client database and client follow up
Requirements
- Upbeat and outgoing personality
- Preferably have previous sales or customer service experience
- Reliable Transportation to and from work
- Can work 9am-5pm Monday-Friday
Job Type: Full-time
Pay: $65,000.00 - $150,000.00 per year
Benefits:
- Financial planning services
- Flexible schedule
- Professional development assistance
Compensation Package:
- 1099 contract
- Commission only
- Commission pay
Education:
- High school or equivalent (Preferred)
Language:
License/Certification:
- 215 Licenses/ Investment Licensed? (Preferred)
Location:
- West Palm Beach, FL 33401 (Preferred)
Ability to Commute:
- West Palm Beach, FL 33401 (Preferred)
Work Location: In person
