Creel Prosperity Group ยท 2 days ago
Financial Services Representative
United States
Full-time
Remote
New Grad, Entry LevelCreel Prosperity Group is a financial services team headquartered in Augusta, GA, dedicated to serving families across North America with financial education and investment solutions. The Financial Services Representative role involves assisting clients with financial needs, offering tailored solutions, and providing exceptional customer service to help clients achieve their long-term financial goals.
Financial Services
Responsibilities
Assisting clients with financial education
Evaluating clients' financial needs
Developing tailored solutions for clients
Offering products and services such as insurance, financial plans, and investment options
Providing exceptional customer service
Helping clients make informed financial decisions to achieve long-term goals
Qualification
Required
Strong knowledge in Finance, Financial Services, and Investments
Experience in Insurance products and services
Excellent Customer Service skills to build and maintain client relationships
Self-motivated with the ability to work independently in a remote environment
Strong communication, analytical, and problem-solving skill
Preferred
Certification or licensure in finance or insurance
Prior experience in financial planning or advisory roles
Bilingual (English/Spanish or other languages)
Company
Creel Prosperity Group
Creel Prosperity Group is an independent financial services team, headquartered in Augusta, GA.
Founded in 2025
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase