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Financial Consultant Representative

Infinite Wise Solutions

Financial Consultant Representative

Los Angeles, CA +3 locations
Full Time
Paid
  • Responsibilities

    Job Description

    Excelon Financial is looking for motivated individuals for their Financial Customer Services Representatives to refer to our different partner by joining their remote team.

    QUALIFICATIONS:

    • Highly self-motivated with the ability to work effectively under little or no supervision
    • Positive attitude and willingness to be accountable
    • Organized, detail-oriented and excellent time management skills
    • Desire for continuous learning
    • Great communicator - excellent listening skills and ability to explain complex information in a simple and concise manner
    • Willing to obtain Valid Life/Health and Series 6 License within 1-2 weeks

    DUTIES:

    • Schedule appointments and meet with potential customers
    • Provide Customer Service to customers
    • Make product recommendations to help clients meet their financial goals
    • Provide ongoing customer service and support to existing clients
    • Be a structured and coachable team player that is open to sales training development and further sales/customer service education

    BENEFITS:

    • Has the potential for over 100K a year with bonus.
    • Company stock and incentives
    • Company paid incentive trips
    • Hands on Training with successful senior partners
    • Career Advancement Opportunities
    • Constant support- We offer full marketing support as well as prospecting and technical assistance. Our mentoring programs give you the opportunity to work with highly successful, established Brokers who will assist you in developing. We provide the resources and continuous support you would expect from a Fortune 100 company, with the freedom and autonomy of running your own practice.
    • On-site trainers and product consultants are available to you and this is coupled with an entire division within the company located in the home office dedicated to providing agents with prospecting and sales ideas, product knowledge, and application.

     

    JOB TYPE: FULL-TIME OR PART-TIME

    • Professional development assistance
    • Paid Training if Licensed
    • Management
  • Locations
    Los Angeles, CA • Long Beach, CA • Temecula, CA • Irvine, CA