Levi's Financial Services · 1 day ago
Entry-Level Financial Services Representative
United States
Full-time
Remote
New Grad, Entry LevelLevi's Financial Services specializes in tax-free, cash accumulation, and wealth preservation strategies. They are seeking an Entry-Level Financial Services Representative who will assist clients with financial goals, provide investment advice, and deliver excellent customer service.
Financial Services
No H1B
Responsibilities
Assist clients with their financial goals
Provide investment advice
Offer insurance solutions
Deliver excellent customer service on a day-to-day basis
Qualification
Required
Outstanding communication skills, both verbal & written
Able to work effectively in a team environment
Detail-oriented and the ability to follow up on tasks
Work effectively under pressure and maintain a positive attitude
Capable of multi-tasking, prioritizing, and managing time efficiently
Minimum 18 years of age
Legal U.S. Resident, Citizen or Work Permit with SSN
Able to complete licensing requirements within 30 days
Accountable with high level of integrity (critical in this regulated and customer based industry)
Benefits
Full, In Depth Training & Mentorship Program
Flexible Schedule
Part-Time and Full-Time Positions Available
Exciting Work Environment
Unlimited Growth Potential (1099 Production Based/•Commission-Only• Position)
Company
Levi's Financial Services
I work with individuals, families, and businesses to help them achieve their financial goals.
Founded in 2024Albuquerque, New Mexico, US
2-10 employeesFunding
Current Stage
Early StageCompany data provided by crunchbase