Responsibilities:
- Provide financial consulting services to clients
- Conduct financial analysis to assess clients' financial health
- Assist clients with budgeting strategies
- Build and maintain strong customer relationships through effective communication and trust-building
- Collaborate with other professionals, such as tax advisors and attorneys, to provide comprehensive financial solutions
- Stay updated on industry trends and changes in regulations to ensure compliance with financial laws

Requirements:
- Strong sales skills and customer service skills
- Excellent analytical skills and attention to detail
- Ability to use a CRM to efficiently manage your pipeline
- Outstanding communication and interpersonal skills
- Ability to work independently and meet deadlines
- Strong drive to push towards a goal

Note: This job description is intended to provide a general overview of the position. Other duties may be assigned as needed.

Job Type: Full-time

Pay: $6,000.00 - $35,000.00 per month

Benefits:

• On-the-job training
• Paid training
• Referral program

Weekly day range:

• Monday to Friday

Work setting:

• Office

Application Question(s):

• Have you sold Beyond Finance's Product?
• Would you prefer to work remote or in office?

Work Location: Hybrid remote in Santa Ana, CA 92707