Job Description

WHO WE ARE LOOKING FOR...

• We are hiring for a position that can be worked part-time or full-time, in the role of a Customer Service Professional who helps with customer care. Although the position is with a financial company, the position involves speaking to people, so we seek out candidates that are great with customer service and helping others first and foremost. The position can be worked remotely through Zoom, while also having the optional convenience of being able to work out of a nearby branch location to you. The position is absolutely not a call center-based position or a sales position.

• Successful candidates will be self-motivated and have the ability to work with a wide variety of people. They will demonstrate team building skills, as well as being adept at embracing challenges and show an ongoing commitment toward personal and professional growth.

• No prior experience in the financial industry is mandatory, as we primarily look for a candidate’s social/people skills. There is a comprehensive training program offered with the position, to fully prepare a new associate for the position.

OUR INDUSTRY & WHO WE ARE…

-The financial services industry and its workplace was recently ranked as the #1 growing career by the U.S. Department of Labor.

JOB DUTIES...

• A professional's day to day duties consist of helping and educating people about their options within the world of financial planning. The beauty of our industry today, is that it can be worked remotely...anywhere and anytime.

• Whether helping someone with retirement planning, college planning, long term care, life insurance, and much more; over 90% of people in the United States receive no guidance, and many times are left without solutions that can benefit them or their families.

• A typical day in this position, would see you virtually (Zoom) helping anywhere between 2-6 people with some of the above areas of focus in the financial services industry.

EXPERIENCE IN THE FOLLOWING FIELDS ARE DESIRABLE...

• customer service
• sales
• marketing
• accounting
• managerial/leadership/entrepreneurial roles

EMPLOYMENT TYPE AND COMPENSATION...

• 1099 employee

HOW TO CONTACT US…

Please use ZipRecruiter to reply to this job posting as an official interested candidate. One of our hiring director’s will review you resume/file, and if selected we will respond back to you through the email address that you have on file. From there, you will be invited to attend a virtual interview on Zoom, which will be held within 1-2 days from the email. We look forward to hopefully meeting with you as soon as possible and on a first come, first serve basis.

Thank you and good luck!