Entry-Level Financial Services Representative @ LTB Capital | Jobright.ai
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Entry-Level Financial Services Representative jobs in United States
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LTB Capital ยท 4 hours ago

Entry-Level Financial Services Representative

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Financial Services
Hiring Manager
Levi Begay
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Insider Connection @LTB Capital

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Responsibilities

Assist clients with their financial goals
Provide investment advice
Offer insurance solutions
Deliver excellent customer service on a day-to-day basis

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Outstanding communication skillsTeamworkDetail-orientedWork under pressurePositive attitudeMulti-taskingTime managementAccountabilityIntegrity

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)

Company

LTB Capital

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I help individuals, families, and businesses with their financial goals.

Funding

Current Stage
Early Stage
Company data provided by crunchbase
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Orion

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