Financial Representative jobs in United States
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Austin and Associates Inc · 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. The position offers flexible scheduling and focuses on 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
Build relationships with clients
Work towards becoming a licensed Broker

Qualification

Financial EducationLicensingCertificationCustomer Service ExperienceSales ExperienceGoal SettingEntrepreneurial SpiritTime Management

Required

Must be over the age of 18 with no felonies!
Any Customer Service Experience, Customer Care, Account Management, Financial, Insurance, Sales, Consulting or Business Ownership experience a plus but not mandatory
Individuals with great time management & goal setting skills flourish in this position

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