What are the responsibilities and job description for the Entry-Level Financial Sales Representative (Remote) position at Infinite Wise Soultions?
About the Financial Planner positionWe are looking for an experienced Financial Planner who will support our customers in their finances management. Your responsibility will be to ensure they make wise and profitable decisions to meet their financial goals, serving as their trusted advisor in such areas as investments, cash flow, savings and debt management and youWe expect you to be an effective communicator and have experience in financial planning and business development. You should be a good analyst and a customer-oriented professional.Financial Planner responsibilities are:Explore customers' financial statuses such as income, expenses and liabilitiesCustomize clients' financial plans according to their changing needsDevelop sound plans and budgets for clients and consult them on related issuesFind financial opportunities (such as insurance plans or investments) and suggest them to customersIntroduce suitable financial products and services to customersConsult customers on the implementation of their plans and transactionsFind new prospective clients and approach themMaintain strong relationships with existing clientsStay informed about news and updates about regulations, practices and financial productsFinancial Planner requirements are:No experience of working on a Financial Planner positionSolid experience of analyzing financial information and complying with regulationsExperience in sales or customer serviceGood practical experience with MS Office and CRM systemsStrong math skills with close attention to detailCustomer service orientation with strong ethicsStrong communication skills and ability to build long-term relationships
