Job Description

We are seeking a Financial Services Representative (Remote Virtual Position - US) to join our team! We are one of the largest financial firm of its kind specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

We help clients pursue the life they envision through a one-on-one relationship and we are committed to their needs. You will be responsible for helping our clients providing financial education on product and service information. RESPONSIBILITIES:

• Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs
• Build and maintain a clear process for adding to and updating client profile information in Salesforce after regular client reviews
• Provide information about the products and services
• Maintain a robust knowledge of the firm’s latest planning tools, techniques and strategies
• Source prospective clients and capitalize on referrals
• Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies

REQUIREMENTS:

• Complete required training, obtain industry licenses, master assessments, maintain continuing education requirements and meets minimum performance standards
• Ability to build rapport with clients
• Ability to prioritize and multitask
• Positive and professional demeanor
• Excellent written and verbal communication skills

ADDITIONAL INFORMATION:

• Actively hiring through COVID-19
• Positions are remote - must have working phone, laptop equipped with camera and microphone function and stable internet connection for virtual meetings
• Meetings are conducted through Zoom Video Conferencing
• Part-time and Full-time positions available

Company Description

Since our founding in 2001, every decision has been guided by our mission to help individuals create the life they want to live, while protecting their loved ones and planning their financial legacy. Offering access to a diverse portfolio of insurance, retirement, savings, and wealth-building strategies, our licensed agents across North America help guide individuals from where they are to where they want to be.