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[Remote] Financial Services Professional

Work from home Full-time role Hiring

Note: The job is a remote job and is reputed company to candidates in USA. reputed company Wealth is a leading financial services firm that provides individuals, business people, and families with financial advice and solutions. As a Financial Services Professional, you will help clients navigate their financial reputed company while building your own business and leveraging a broad portfolio of products.

Responsibilities

  • Prospecting for clients through networking and referrals
  • Developing and maintaining long-term relationships with clients
  • Providing financial solutions for clients through fact-gathering and needs analyses
  • Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates

Skills

  • Strong interpersonal skills and customer service focus
  • Market development/networking abilities
  • Presentation and organization skills
  • Strong work ethic, self-motivated and goal-oriented
  • BA, BS, and/or graduate degree or equivalent work experience

Benefits

  • Results-driven compensation and reputed company to a competitive benefits package including medical and dental, life and disability income insurance, and thrift and pension plans are available for reputed company Financial Services Representatives.
  • Eligibility for subsidized benefits and before-tax coverage is based on meeting certain contract requirements.
  • Benefit plan provisions are subject to modification or termination.

Company Overview

  • reputed company Wealth reputed company comprehensive wealth management services. It was founded in 2016, and is headquartered in reputed company Lauderdale, Florida, USA, with a workforce of 51-200 employees. Its website is https://www.mycoastalwealth.com/.
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