Financial Representative jobs in United States
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Austin and Associates Inc ยท 1 day ago

Financial Representative

Austin & Associates Inc is a Financial Solutions Provider seeking high-energy, self-motivated individuals for the role of Financial Representative. This position involves providing financial education and support to clients, with opportunities for training and advancement to Senior Broker positions.

Financial Services
Hiring Manager
Leslie Rogers-Peckham
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Responsibilities

Provide financial education to clients
Assist clients in managing their finances
Complete necessary licensing and training
Develop relationships with clients
Set own work schedule and hours

Qualification

Customer Service ExperienceAccount ManagementFinancial KnowledgeSales ExperienceConsulting ExperienceGoal SettingEntrepreneurial SpiritCoachableTime ManagementSelf-Motivated

Required

Must be over the age of 18 with no felonies
High-energy, self-motivated, coachable, and goal-oriented individuals
Individuals with an entrepreneurial spirit who are willing to step out of their comfort zone to meet new people and potential clients
Great time management & goal setting skills
No previous experience is required
Any Customer Service Experience, Customer Care, Account Management, Financial, Insurance, Sales, Consulting or Business Ownership experience a plus but not mandatory

Benefits

Flexible schedule
No set quotas or sales minimums
We pay for your licensing and training
Opportunity for full ownership to own your own office
Almost all of your licensing and study material, as well as necessary tools to write business, is either covered or reimbursed

Company

Austin and Associates Inc

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Established in 2001 with the intent to build financial principles with average and ordinary people who own their own offices across the United States.

Funding

Current Stage
Early Stage
Company data provided by crunchbase