We are seeking a motivated and ambitious individual to join our financial services team as an Entry Level Financial Professional/Consultant. The successful candidate will be responsible for providing financial advice and services to clients, as well as identifying and pursuing new business opportunities.
Responsibilities
- Meet with clients to discuss their financial goals, needs, and concerns
- Develop and implement financial plans tailored to each client's individual needs
- Educate individuals on investments, retirement planning, insurance, and other financial products and services
- Analyze market trends and provide regular updates to clients on their investment portfolios
- Build and maintain strong relationships with clients to ensure their satisfaction and retention
- Identify and pursue new business opportunities through networking and referrals
- Participate in training and development programs to enhance knowledge and skill
Compensation
- Performance based bonuses and incentives
- 1099 commission only
Hours
- Work from home
- Part time and full time available
Seniority level
- Entry level
Employment type
- Part-time
Job function
- Finance and Sales