Prosperity Partners · 4 hours ago
Remote Financial Sales Representative
United States
Part-time
Remote
Entry Level
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Responsibilities
Conduct meetings with clients
Assess their financial situation
Identify problematic areas
Solve problems using our company's software and services
Manage your own schedule
Attend weekly training meetings
Study independently for all required licenses
Qualification
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Required
Computer Literacy.
Experience using Google Drive.
Experience attending and/or conducting Zoom meetings.
Excellent communication and writing skills.
Customer Service experience is a plus!
Must be 18, a U.S. citizen, and be able to pass a federal background check.
Time management skills and the ability to self motivate.
Must be prompt and reliable.
Positive attitude.
Ability to work independently and with a team.
Company
Prosperity Partners
Welcome to Prosperity Partners – a Byler Wealth Management Group – where financial empowerment meets personalized guidance.
Founded in 2023
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase
