What are the responsibilities and job description for the Financial Services Associate position at Integrity Marketing Group?
Job Overview
We are a licensed financial services organization helping individuals and families with lifestyle strategy and retirement solutions. Our team focuses on education, long-term financial planning, and client protection. We are looking for entry level financial service associates.
Responsibilities
- Conduct client consultations
- Present and explain lifestyle strategy plans
- Help clients complete intake forms
- Attend meeting sessions & maintain compliance standards
- Build and maintain positive client relationships
Skills
- Strong verbal communication & active listening
- Customer service and relationship-building skills
- Ability to manage time and work independently
- Basic computer literacy (Zoom, email, e-signature platforms)
- Professional demeanor & ability to speak with clients respectfully
- Coachable attitude and willingness to follow training systems
- Organizational skills to track leads, appointments, and documents
- Goal-oriented mindset with consistency and follow-through
Job Types: Full-time, Part-time
Pay: $30,000.00 - $60,000.00 per year
People with a criminal record are encouraged to apply
Application Question(s):
- Are you aware this is a 1099 position?
- This is a highly regulated industry, you will need to pass a background check and be able to obtain a state license
Work Location: Hybrid remote in Beltsville, MD 20705
Salary : $30,000 - $60,000