ASK BREE & LISA, LLC. ยท 9 hours ago
Entry-Level Financial Services Representative
United States
Contract
Remote
New Grad, Entry LevelASK BREE & LISA, LLC. is dedicated to empowering high-achieving millennial entrepreneurs and business owners to overcome financial barriers and achieve their financial goals. The Financial Services Representative role involves providing expert financial guidance tailored to clients' needs, assessing financial situations, recommending strategies, and delivering exceptional customer service.
Financial Services
Responsibilities
Assessing clients' financial situations
Recommending strategies for budgeting, investment, debt management, insurance, and retirement planning
Delivering exceptional customer service
Collaborating with clients to create personalized financial plans
Supporting clients in achieving financial security and growth
Qualification
Required
Proficiency in Finance, Financial Services, and Investments
Experience and skills in Customer Service and client relationship management
Knowledge of Insurance and risk management strategies
Strong organizational, analytical, and communication skills
Ability to work independently in a remote environment
Preferred
Experience working with millennial entrepreneurs or similar clientele
Company
ASK BREE & LISA, LLC.
Financial well-being can impact nearly all areas of your life, including your physical and mental health.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase