Financial Services Representative – Work From Home

Our nationwide financial services company is expanding and currently has openings for motivated individuals who are looking to grow and advance within the company. As we continue expanding our local branch locations, we are seeking innovative and driven candidates who are ready to build a rewarding career in the financial services industry.

No prior experience is required. If selected, you will receive full training and mentorship to help you succeed.

We are looking for individuals who:
• Have strong customer service skills
• Are motivated and growth-oriented
• Enjoy working with people and helping others
• Are interested in professional and personal development

This is a great opportunity to join a fast-growing company and build a long-term career in a dynamic industry.

• 1.        Provide clients with a consultation to determine their current financial situation, including following through on client requests, anticipating client needs, and providing end-to-end guidance.

  2.      Based on their individualized needs analysis, the financial associate prepares recommendations for customized financial solutions to current and potential customers.

  3.        Help clients identify risk and manage it appropriately, by understanding the latest developments in the financial world and sharing with client’s information that can help them make informed decisions.

                4.        Complies with all the company's risk and regulatory standards, policies, and controls.