Financial Services Professional (commission only - training provided) jobs in United States
cer-icon
Apply on Employer Site
company-logo

Creative Financial Investments LLC · 1 week ago

Financial Services Professional (commission only - training provided)

positionUnited States
timePart-time
remoteRemote
seniorityNew Grad, Entry Level

Creative Financial Investments LLC is seeking a Financial Services Professional to advise clients on financial plans and provide exceptional customer service. The role involves completing policy applications and staying informed about industry trends.

Financial Services
Hiring Manager
Denine Hammonds
linkedin

Responsibilities

Advising clients on the best financial plans based on their goals
Completing policy applications
Providing exceptional customer service
Stay informed about new products and industry trends
Maintain strong relationships with clients and carriers

Qualification

Financial services experienceCustomer Service skillsCommunication skillsInterpersonal skillsTeamwork

Required

Customer Service skills
Strong communication and interpersonal skills
Ability to work independently and in a team environment
High level of motivation and a goal-oriented mindset
High school diploma or equivalent required

Preferred

Experience in the financial services industry is a plus
Bachelor's degree is a plus

Company

Creative Financial Investments LLC

twitter
company-logo
At Creative Financial Investments LLC, we are more than just a company — we are a trusted partner dedicated to helping families and individuals thrive in every area of life.
dateFounded in 2006
location
Dallas, Texas, US
people-size11-50 employees

Funding

Current Stage
Early Stage
Company data provided by crunchbase