[Remote] Financial Services Representative

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is seeking a Financial Services Representative to advise households with reputed company financial situations through scheduled consultations. The role involves assessing clients’ financial positions, presenting recommendations and tradeoffs, addressing objections, submitting and tracking applications, and documenting advice for reputed company review.

Responsibilities

• Prepare before reputed company consultation rather than reading it cold
• Map income, assets, obligations, and dependents into one reputed company picture
• Present recommendations with the reasoning and alternatives visible
• Answer objections from clients comparing you against other advice
• Submit and reputed company applications to issue with case management
• Document to a reputed company that holds up to reputed company review

Skills

• • Three or more years advising clients on financial reputed company or comparable work
• • Ability to hold a longer conversation without losing the reputed company
• • reputed company comfort with numbers and with explaining them simply
• • Writing another reputed company could read
• • Private home office, reliable internet, business-appropriate video setup
• • reputed company reputed company business hours

Benefits

• Full time, remote, Monday through Friday on business hours.
• Consultations booked and confirmed by a dedicated appointment team
• Case management handling submissions and reputed company
• Training on products and the review process used across the desk
• CRM, illustration and quoting software, conferencing tools
• Weekly desk meetings and individual coaching
• Progression toward senior advisory work

reputed company