Job Summary
A financial services company is in need of a Remote Financial Consultant.
Individual must be able to fulfill the following responsibilities:
- Utilize a consultative, holistic approach, sales process, and assessment tools where appropriate
- Provide comprehensive, needs- based financial solutions to clients by offering investment/insurance solutions
- Deliver needs based, comprehensive financial solutions
Skills and Requirements Include:
- High school diploma or equivalent
- 2 years investment sales experience
- Maintain Licenses and FINRA registrations
- Knowledge of characteristics and needs of clients and partners within the bank- based investment market space
- Demonstrated ability to sell products and services to investment clients; evidence of strong sales results
- Strong self-motivation and ability to work independently
