Job Summary:
As a Financial Services Representative, you will assist clients in understanding and improving their financial health. This includes offering guidance on various financial products and services, with an emphasis on long-term financial planning and wealth-building strategies.

Key Responsibilities:

• Client Education: Educate clients on financial concepts such as budgeting, debt management, retirement planning, and insurance options.

• Financial Analysis: Conduct needs assessments to gain insight into clients' financial situations and goals.

• Product Recommendations: Present and explain financial products, including life insurance, investment options, and debt management solutions.

• Relationship Building: Develop and maintain strong relationships with clients to build trust and loyalty.

• Compliance: Ensure that all client interactions and transactions adhere to regulatory standards and company policies.

• Training and Development: Participate in continuous training to stay updated on financial products, market trends, and regulatory changes.

Qualifications:

• Education: High school diploma required; a degree in finance, business, or a related field is a plus.

• Skills: Strong interpersonal and communication skills, ability to influence, and a customer-centric approach.

• Licensing: Obtain required licenses (e.g., life insurance, securities) as mandated by state regulations.

• Experience: Previous experience in sales or financial services is beneficial but not required.

What We Offer:

• Comprehensive training programs

• Flexible working hours

• Opportunities for professional growth and leadership roles

• A supportive and collaborative team environment

• Potential for residual income through multiple income streams

Compensation:
This role operates on a commission-based structure.

Ideal Candidate:
This role is perfect for individuals who are self-motivated, enjoy working with people, and are passionate about helping others achieve their financial goals.