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Now looking for a few select ambitious & driven individuals to step into a part time or full time opportunity! We are looking for candidates who want to make a positive impact in communities. As a part of our team, you will be working to solve some of the world's most pressing issues, like financial literacy and financial education.
We pride ourselves on a commitment to excellence rivaled by none – a commitment reflected in all aspects of our work.
Remote opportunity | Online tools and training are provided in house.
If your qualifications seem like a strong fit for the position, we will reach out to you to provide information on the next steps in the Selection Process.
-Customer service, leadership and management backgrounds are preferred !
-Must pass a background check
-18 Years or older
-U.S. citizen
-Training/Coaching Included
-Personally Customized Scheduling
-Flexible hours / days
-Financial skills/knowledge not required
-Leadership development / Team Development
-Entrepreneur motivated personality
-Educational/coaching/US Services backgrounds are a great fit !
-A drive, passion and desire to help people!
As a reminder, there are no automatic disqualifiers in our process, every candidate is evaluated holistically.
As an Associate, you will serve as a key contact and liaison for clients to ensure their total satisfaction. You will interact with clients & associates you are directly responsible for on an ongoing basis, providing support needed in a timely, professional and courteous manner. Associates share financial knowledge, education, and strategies for business matters, investments, insurance based protection, retirement, savings and estate planning to help clients and business owners progress financially.
You will work with clients to develop customized financial plans that fit their unique needs and goals. You will have the ability to help them understand their financial situation and provide expert advice on how to improve it. From budgeting and debt reduction to investing and retirement planning, you will be there every step of the way to guide and support your clients.
You will be challenged to think creatively and work collaboratively with a team of like-minded individuals who share your passion for making a difference. Your ideas and contributions will be valued and recognized, and you will have the opportunity to grow both personally and professionally.
Advancement & Compensation are scalable based on personalized individual career goals!
Your training is provided in house both group and individual settings. All professionals on our platform have access to the training necessary to learn what it takes to be successful. Our system is education focused; experienced brokers and business mentors are here to help you.
We offer access to those that are looking to create a full-time career or one that is part time to earn additional income. No matter which you choose, we are here to support the growth of your career and goals!
We help make the idea of financial independence and financial security accessible to a diverse group of people from a wide range of backgrounds.
Let's Build an Army of Educators !!
NO data entry/Marketing/Analyst Roles Needed--
(we will reject if this is what you are looking for)
Please reach out to us if you have any questions. We look forward to reviewing your application.
NOT LOOKING FOR TELEMARKETERS - We do not cold call nor go door to door ! We do not buy leads !
Job Types: Full-time, Part-time
Pay: $65,000.00 - $85,000.00 per year
Benefits:
Compensation package:
Weekly schedule:
Work setting:
Work Location: In person
Full Time | Part Time
$47k-59k (estimate)
04/07/2024
05/11/2024
omega-agency.org
Far Rockaway, NY
The job skills required for Financial Services Representative include Customer Service, Leadership, Commitment, Coaching, Scheduling, Planning, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Services Representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Services Representative. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Services Representative positions, which can be used as a reference in future career path planning. As a Financial Services Representative, it can be promoted into senior positions as a Sales Representative III - Licensed that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Services Representative. You can explore the career advancement for a Financial Services Representative below and select your interested title to get hiring information.
If you are interested in becoming a Financial Services Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Services Representative for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Services Representative job description and responsibilities
They arrange meetings with clients, suggest suitable financial products or services based on clients' financial goals and ensure that clients are satisfied with their purchases.
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Maintain comprehensive knowledge of all services and products and update all request on development needs.
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Provide efficient sales, services to customers and monitor sales for all referral objectives.
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To provide financial advice, Financial services representatives match financial products to their customers' needs and provide them with appropriate financial advice to help them meet their goals.
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A financial service representative provides financial advice and matches financial products with customers' needs and goals.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Services Representative jobs
Financial service representatives can benefit from analytic and customer service skills when establishing and maintaining relationships with clients or when making financial recommendations.
02/19/2022: Olympia, WA
Opt for more than a basic bank account.
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Financial services representatives work with customers and clients on a daily basis, so applicants for this job should have strong customer service skills.
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Soft skills for financial services representative roles can be of help.
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Partner with specialists such a loan officers, business bankers and financial advisors to ensure customers gain access to experts.
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Step 3: View the best colleges and universities for Financial Services Representative.