Financial Services Representative jobs in United States
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ASK BREE & LISA, LLC. ยท 6 days ago

Financial Services Representative

positionUnited States
timeContract
remoteRemote
seniorityNew Grad, Entry Level

ASK BREE & LISA, LLC. empowers ambitious millennial entrepreneurs and business owners to overcome financial challenges. They are seeking a Financial Services Representative to deliver tailored financial expertise and support clients in developing strategies for financial growth and stability.

Financial Services

Responsibilities

Evaluating clients' financial landscapes
Crafting strategies for budgeting
Investing
Debt reduction
Insurance coverage
Retirement readiness
Providing outstanding client support
Partnering with clients to develop customized financial roadmaps
Guiding clients toward sustainable financial growth and security

Qualification

FinanceFinancial ServicesInvestment ManagementCustomer ServiceInsurance productsFinancial planningCFACFPAnalytical skillsInterpersonal communicationOrganizational skills

Required

Strong foundation in Finance, Financial Services, and Investment Management
Proven background in Customer Service and building client partnerships
Understanding of Insurance products and risk mitigation approaches
Excellent organizational, analytical, and interpersonal communication abilities
Self-motivated and effective in a remote work setting

Preferred

Financial planning or investment credentials (such as CFP or CFA) are advantageous
Prior experience serving millennial entrepreneurs or comparable clients is highly valued

Company

ASK BREE & LISA, LLC.

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Financial well-being can impact nearly all areas of your life, including your physical and mental health.
location
Palm Bay, Florida, US
people-size51-200 employees
web-link
https://www.askbreeandlisa.com

Funding

Current Stage
Growth Stage
Company data provided by crunchbase