Financial Services Professional (Commission Only-Training Provided) jobs in United States
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Creative Financial Investments LLC · 7 hours ago

Financial Services Professional (Commission Only-Training Provided)

positionUnited States
timeFull-time
remoteRemote
seniorityNew Grad, Entry Level

Creative Financial Investments LLC is a trusted partner dedicated to helping families and individuals thrive in every area of life. The Financial Services Professional will be responsible for advising clients on financial plans, completing policy applications, and providing exceptional customer service.

Financial Services
Hiring Manager
Towanda C. Gayle
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Responsibilities

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

Qualification

Customer Service skillsCommunication skillsInterpersonal skillsTeamworkMotivation

Required

Customer Service skills
Strong communication and interpersonal skills
Ability to work independently and in a team environment
High school diploma or equivalent required

Preferred

High level of motivation and a goal-oriented mindset is a plus
bachelor's degree is a plus

Company

Creative Financial Investments LLC

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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