What are the responsibilities and job description for the Financial Agent/ Broker position at Anthony Financial Services?
Job Overview
As a Financial Agent, you help clients achieve financial security by providing tailored solutions for insurance, investments, and mortgages. This role offers opportunities to expand your expertise through licensing, increasing your earning potential.
Key Duties
- Assess client needs and recommend suitable financial products.
- Educate clients on insurance, investment, and mortgage options.
- Provide excellent customer service and maintain confidentiality.
Qualifications
- Multilingual skills and prior financial experience are a plus.
- Strong communication and coachability are essential.
This position combines meaningful client impact with opportunities for professional growth and higher income.
Job Types: Full-time, Part-time
Pay: $34,250.00 - $84,468.00 per year
Expected hours: No less than 6 per week
Benefits:
- 401(k)
- Flexible schedule
- Paid time off
- Work from home
Supplemental Pay:
- Commission pay
Work Location: Hybrid remote in San Francisco, CA 94108
Salary : $34,250 - $84,468