Skills Required. Displays passion, commitment, and drive to deliver an experience that improves our clients’ financial lives. Has a commitment to teamwork and the flexibility to work the schedule, including weekends and holidays. Has the ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport, and handling objections. Is comfortable receiving ongoing performance feedb...
Skills Required. Displays passion, commitment, and drive to deliver an experience that improves our clients’ financial lives. Has a commitment to teamwork and the flexibility to work the schedule, including weekends and holidays. Has the ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport, and handling objections. Is comfortable receiving ongoing performance feedb...
