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Financial Services Analyst at PFS Investments

Financial Services Analyst

PFS Investments Work From Home Full-Time/Part-Time
$50,000.00 - $80,000.00 / year
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Given the current pandemic, our FinTech company is offering several remote/work-from-home positions. We are looking for ambitious individuals who are in the market for a lucrative opportunity. Our organization is expanding rapidly and strives to leverage technology to deliver best-in-class financial products and services to its customers.

Part-time, Full-time, and managerial positions are available immediately. Our positions are 100% virtual, as we leverage technology and virtual training to carry out the objectives of our company.

No previous experience in finance or business is required; training is provided. Leadership spends a considerable amount of time training new hires on how to build a passive income.

* Must be able to pass a criminal background check

  • Educating families on financial concepts and structure financial solutions towards their needs
  • Making financial decisions to help achieve financial goals
  • Review financial products and services and match with customer needs
  • Selling all financial products and services, assisting customers with service issues, and soliciting new business
  • Meet the financial needs of clients by providing quality products and excellent client service
  • Sell appropriate products, including life insurance, annuities, and investments
  • Leading and managing a small team

Recommended skills

Customer Service
Develop Clientele
Financial Sales
Financial Services
Insurance Sales
Investments
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