LTB Capital ยท 7 hours ago
Entry-Level Financial Services Representative
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Responsibilities
Assist clients with their financial goals
Provide investment advice
Offer insurance solutions
Deliver excellent customer service on a day-to-day basis
Qualification
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Required
Outstanding communication skills, both verbal & written
Able to work effectively in a team environment
Detail-oriented and the ability to follow up on tasks
Work effectively under pressure and maintain a positive attitude
Capable of multi-tasking, prioritizing, and managing time efficiently
Minimum 18 years of age
Legal U.S. Resident, Citizen or Work Permit with SSN
Able to complete licensing requirements within 30 days
Accountable with high level of integrity (critical in this regulated and customer based industry)
Company
LTB Capital
I help individuals, families, and businesses with their financial goals.
Funding
Current Stage
Early StageCompany data provided by crunchbase