Job Summary
A professional staffing firm has an open position for a Telecommute Financial Advisor Assistant.
Individual must be able to fulfill the following responsibilities:
- Analyze financial information obtained from clients
- Provide information to clients about the purpose and details of financial products
- Build and maintain client base and keep client plans up-to-date
Must meet the following requirements for consideration:
- Results-driven, highly motivated, self-starter
- Team player who possesses excellent interpersonal skills and communication abilities
- Ability to draw upon past/present experiences and acquaintances
- Sales experience is great, but not required