Bulldog Financial Group, LLC ยท 8 hours ago
Financial Professional
United States
Part-time
Remote
Entry Level
$15K/yr - $200K/yr
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Hiring Manager
Joanna Hallac
Insider Connection @Bulldog Financial Group, LLC
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Responsibilities
Conduct thorough financial assessments for clients to understand their goals, needs, and financial situations.
Provide personalized advice and recommendations on various financial products and services, such as investment options, retirement planning, insurance, and estate planning.
Stay informed about the latest financial products, services, and industry trends.
Educate clients on available financial solutions and help them make informed decisions based on their individual circumstances.
Build and maintain strong, trust-based relationships with clients through effective communication and responsiveness.
Address client concerns and inquiries promptly, ensuring a positive overall experience.
Identify opportunities for cross-selling financial products and services to meet clients' comprehensive needs.
Actively participate in business development activities to attract new clients and expand the client base.
Qualification
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Required
Excellent interpersonal and communication skills.
Detail-oriented with strong analytical and problem-solving abilities.
Leverage proven workflow and technology systems that produce highly efficient and effective results for clients and businesses.
Must pass a Federal background check (No Felonies).
Must have or be able to obtain a U.S Social Security Number.
Must currently reside in the United States, Puerto Rico or Canada during the onboarding process.
Must be 18+ years old (This is a Federal Requirement).
Must be able to complete licensing requirements within 10-14 days. This requires a small, up-front investment.
Accountable with a high level of integrity (critical in this regulated and customer-based industry).
Preferred
People with backgrounds in the following tend to do well in this business: sales, coaching, competitive athletics, military, and education.
Benefits
Ongoing training and professional development opportunities.
Collaborative and supportive work environment.
Flexible schedule
Work from home
Bonus opportunities
Commission pay
Company
Bulldog Financial Group, LLC
1 employee
Funding
Current Stage
Early StageCompany data provided by crunchbase
