Job Summary
We are seeking a dedicated and knowledgeable Financial Representative to join our team. The ideal candidate will possess a strong background in customer service and demonstrate excellent customer relationship management skills. As a Financial Representative, you will be responsible for providing clients with expert advice on financial planning, investment management, and wealth management strategies. Your role will involve building long-term relationships with clients while ensuring their financial goals are met through tailored solutions. You will help people feel hopeful with their money.
Duties
- Assist clients in understanding their financial needs and goals through comprehensive assessments.
- Provide expert advice on portfolio management, investment strategies, and cash management.
- Educate clients on wills, trusts, estate planning, and securities law to enhance their financial literacy.
- Work together with families to prepare to buy a home, refinance their existing loan or create a debt freedom strategy.
- Develop personalized financial plans that align with clients' objectives and risk tolerance.
- Maintain accurate records of client interactions and transactions using customer relationship management tools.
- Collaborate with other financial professionals to deliver integrated services to clients.
- Monitor client portfolios and make recommendations for adjustments as necessary.
Requirements
- Must be able to attend the intial interview in person.
- A sales background is advantageous but not mandatory.
- Proven experience in customer service is preferred.
- Strong desire to excell and grow personally and financially.
- Exceptional communication skills to effectively convey financial concepts to clients.
- Ability to build rapport and maintain long-term relationships with clients.
- A degree in finance, accounting, business or a related field is advantageous but not mandatory.
- Relevant certifications (e.g., MLO, 2-14 or 2-15 insurance licences, Series 6 investments license) are a plus, but not required.
Benefits
- Join our team and enjoy exclusive benefits!
- For qualified candidates, we sponsor the Investments Licenses (Series 6, 26, 63 and 65), 2-14 Life & Variable Annuity License and the Mortgage Loan Originator License.
- Professional development & mentorship
- Flexible schedule
- Financial planning services
- Learn how to become a financial advisor
Join us as we empower individuals to achieve their financial aspirations through informed decision-making and strategic planning. Use your gift to serve others and find joy and purpose in your work again.
Pay: $30,000.00 - $120,000.00 per year
Ability to Commute:
- Kissimmee, FL 34744 (Preferred)
Work Location: Hybrid remote in Kissimmee, FL 34744
