What are the responsibilities and job description for the Financial Services Professional position at Integrity Marketing Group?
Overview
We are seeking a motivated and dynamic Financial Services Professional to join our team. This role is ideal for individuals who thrive in a fast-paced environment and possess strong sales and communication skills. As a Financial Services Professional, you will be responsible for helping clients understand their financial options, providing tailored solutions, and building lasting relationships. Your ability to analyze client needs and deliver exceptional customer service will be key to your success in this position.
Duties
- Engage in outside sales activities to promote financial products and services
- Conduct thorough needs analysis for clients to identify suitable financial solutions
- Provide exceptional customer service throughout the sales process and beyond
- Assist clients with insurance sales, benefits administration, and marketing initiatives
- Maintain accurate records of client interactions and sales activities through effective sales administration
- Communicate complex financial concepts clearly to clients, ensuring they understand their options
- Stay informed about industry trends and regulations, including HIPAA compliance
Requirements
- Excellent communication skills, both verbal and written
- Ability to analyze client needs and recommend appropriate financial products
- Proficiency in customer service principles and practices
- Familiarity with marketing strategies related to financial services is beneficial
compensation
this is a 1099 opportunity without a cap
Join us as we help individuals secure their financial futures while growing your career in a supportive environment. We look forward to welcoming you to our team!
Job Type: Part-time
Pay: $2,500.00 - $5,000.00 per month
Expected hours: 5 – 10 per week
Benefits:
- Flexible schedule
- Professional development assistance
Work Location: Hybrid remote in Beltsville, MD 20705
Salary : $2,500 - $5,000