This listing was posted on The Resumator.
Financial Services Strategist
Location:
Salt Lake City, UT
Description:
We are seeking a highly motivated and customer-focused individual to join our team as a Financial Services Strategist .In this 1099-role , you will be an Independent Contractor responsible for providing financial guidance and support to clients, helping them navigate a wide range of financial products and services.The ideal candidate will have an understanding of basic financial principles, excellent interpersonal skills, coachable and a commitment to delivering exceptional service to clients.This role offers an independent, flexible lifestyle with unlimited earning potential.Key Responsibilities: Conduct thorough financial assessments for clients to understand their goals, needs, and financial situations. Provide personalized advice and recommendations on various financial products and services, such as investment options, retirement planning, insurance, and estate planning. Stay informed about the latest financial products, services, and industry trends. Educate clients on available financial solutions and help them make informed decisions based on their individual circumstances. Build and maintain strong, trust-based relationships with clients through effective communication and responsiveness. Address client concerns and inquiries promptly, ensuring a positive overall experience. Identify opportunities for cross-selling financial products and services to meet clients' comprehensive needs. Actively participate in business development activities to attract new clients and expand the client base. Qualifications: Excellent interpersonal and communication skills. Detail-oriented with strong analytical and problem-solving abilities Leverage proven workflow and technology systems that produce highly efficient and effective results for clients and businesses. Mandatory Qualifications (Non-Negotiable): Must pass a Federal background check (No Felonies). Must have or be able to obtain a U.S Social Security Number. Must currently reside in the United States, Puerto Rico or Canada during the onboarding process. Must be 18+ years old (This is a Federal Requirement) Must be able to complete licensing requirements within 5-7 days Accountable with high level of integrity (critical in this regulated and customer-based industry) Benefits: Ongoing training and professional development opportunities. Collaborative and supportive work environment. Other Information: We are 100% remote, Zoom and Google is our platform. You will be assigned a Field Trainer who will help guide you throughout the learning process. Powered by JazzHR
Company:
Global Financial Impact
Posted:
July 10 on The Resumator
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More About this Listing: Financial Services Strategist
Financial Services Strategist is a Jobs Financial Services Strategist Job at Global Financial Impact located in Salt Lake City UT. Find other listings like Financial Services Strategist by searching Oodle for Jobs Financial Services Strategist Jobs.
Financial Services Strategist is a Jobs Financial Services Strategist Job at Global Financial Impact located in Salt Lake City UT. Find other listings like Financial Services Strategist by searching Oodle for Jobs Financial Services Strategist Jobs.