What are the responsibilities and job description for the Representative position at PFS Financial Inc?
Role Description
This is an hybrid, part-time/full-time Representative role located in Washington, DC/Tysons Corner area. The Representative will be responsible for engaging clients to understand their financial goals, providing informed guidance on financial planning, and managing client accounts. Responsibilities will include maintaining positive client relationships, offering tailored financial solutions, assisting with financial documentation, and contributing to the company's growth through excellent customer service and strategic insights.
Qualifications
✔ Must be 18 years old and legally authorized to work in the U.S.
✔ Strong communication and interpersonal skills.
✔ Self-motivated, disciplined, and entrepreneurial mindset.
✔ Willingness to study and obtain required licenses.