What are the responsibilities and job description for the Remote Financial Customer Services Representative position at Austin and Associates Inc?
About the job
Financial Advisors at Austin and Associates help their clients save for retirement, manage their debt, plan for college, and become properly protected. As a business owner, they acquire clientele and find financial solutions with help from our industry-leading mentorship, training, and development. Discover your earning potential, take control of your hours, and make an impact in your community.
During your training period, you will
- Earn required FINRA licenses by studying for and passing the Life Insurance, SIE, Series 6, and Series 63 exams during the initial 3-4 months, while developing the discipline and strategies necessary for a regulated, advice-driven environment.
- Build foundational and service capabilities by assisting clients and licensed agents with Financial programs.
- Apply learning in real time through web based and client facing activities that reinforce our need-based, client-first approach.
- Within 18-24 months, you will be equipped to build your own practice with our support.
Required Qualifications
- Interest in pursuing a career in financial planning and advice
- Motivation to engage and perform in face-to-face or virtual client conversations
- Passion for helping, understanding, and listening to client needs and navigating solutions
- Ability to learn and adapt in a changing environment
- Receptive to guidance and mentoring
What's in it for you
- Access to top financial products
- Control your own benefits
- Tuition reimbursement
- Unlimited income potential - we work like real estate and offer bonuses!