Job Description
With the current economic shifts and decrease in workplace stability, we must adapt by creating an innovative business model. We are offering a remote, independent contractor position that provides flexibility of schedule and location. We are looking to fill both, part and full time positions.
If you would describe yourself with any of the following characteristics:
Whether you have no experience in the financial services industry or you are a seasoned financial professional, there may be a position for you within our organization.
When working with our firm, you will have the opportunity to establish, grow and manage your business. You will be rewarded for building genuine, long term relationships as you guide clients to their goals.
Daily activities may include:
Ensure quality customer service and customer satisfaction
Training and development of personnel
Attending zoom classroom training
Client acquisition & retention
Development of client portfolios
Provide financial education and access to resources
Job Requirements