Entry Level Financial Professional - Remote

Overview

The Entry-Level Financial Professional provides support to clients and the financial services team by assisting with various duties such as, marketing our services, assessing client financial needs, educating them on our services and recommending appropriate insurance & financial products to help them achieve their intended goals.

In Short

• Serve as a primary point of contact for clients, addressing questions and assisting with applications.
• Provide basic information on our financial products and services, and assist clients in understanding their options.
• Schedule and coordinate client meetings, and follow up on client inquiries and requests.
• Learn how to use social media & emails to market our products & services effectively.
• Create content that's within compliance using our software.
• Maintain accurate and up-to-date client records through our software's CRM.
• Follow company procedures and regulatory guidelines to ensure compliance in all client interactions and transactions.
• Participate in training and professional development programs to enhance skill sets and knowledge of financial products.
• Collaborate with other team members to ensure seamless client service and support.
• Client-focused with a commitment to providing exceptional service.

Requirements

• No prior experience required, though internships or related coursework in financial services or client management is a plus.
• Basic understanding of customer service and effective problem solving skills.
• Preferably strong verbal and written communication skills, though not required.
• Ability to work well in a team environment and independently.

Benefits

• Eager to learn and grow in the financial services & marketing industry.
• Reliable, with a strong work ethic and positive attitude.
• Ability to handle multiple tasks and prioritize effectively.