61 Financial Services Representative (Sales and Related) Jobs in Philadelphia, PA
Scaled Up Wealth is Hiring a Financial Services Representative (Sales and Related) Near Philadelphia, PA
Remote Finance Associate
PLEASE READ JOB DESCRIPTION IN ITS ENTIRETY BEFORE APPLYING
OVERVIEW:
This position is working with a well established Fortune 500 company and its A rated partners in North America. We are looking to partner with talented, driven individuals who value professional growth while helping educate individuals and families to bridge the gap in financial literacy. We are founded upon innovation, strength in leadership, and equipping our associates to have a successful career in finance. We provide a work-class training program and you will have the opportunity to work directly with and learn from our senior partners. Prior experience is not required. Part-time or Full-time.
POSITION SUMMARY:
Acquire state licensing to work as a financial professional with strong and reputable companies. Connect with people to identify goals, educate, plan and design strategies for individuals, families, and business owners. Illustrate and present strategies for retirement, investment, college/savings, and lifetime income generation. Build meaningful and lasting relationships and experiences with clients, business associates, and partners.
PREFERRED QUALITIES:
*Ability to work independently with a strong support team and training
*Self-starter and Goal-oriented
*Accountable and Ethical
*Teachable and open to being professional trained
COMPENSATION:
*100% Commission/1099 Independent Contractor
*No Quotas
*Uncapped Earning Potential
*Residual & Passive Income Opportunities
*Performance based bonuses
KEY BENEFITS:
*100% Remote work by computer and phone
*Flexible Hours
*High-income trajectory and career growth
*Mentorship from proven industry experts
*Option to build your own agency
BASIC QUALIFICATIONS:
*Minimum 18 year of age
*Legal US Resident, Citizen, or Work Permit with SSN
*Able to complete licensing requirements in a timely manner
Job Summary
Full Time
$94k-114k (estimate)
06/25/2024
07/12/2024
The following is the career advancement route for Financial Services Representative (Sales and Related) positions, which can be used as a reference in future career path planning. As a Financial Services Representative (Sales and Related), it can be promoted into senior positions as a Sales Representative III - Licensed that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Services Representative (Sales and Related). You can explore the career advancement for a Financial Services Representative (Sales and Related) below and select your interested title to get hiring information.
If you are interested in becoming a Financial Services Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Services Representative for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Services Representative job description and responsibilities
They arrange meetings with clients, suggest suitable financial products or services based on clients' financial goals and ensure that clients are satisfied with their purchases.
04/04/2022: Riverside, CA
Maintain comprehensive knowledge of all services and products and update all request on development needs.
02/14/2022: Altoona, PA
Provide efficient sales, services to customers and monitor sales for all referral objectives.
02/13/2022: Saint Paul, MN
To provide financial advice, Financial services representatives match financial products to their customers' needs and provide them with appropriate financial advice to help them meet their goals.
02/26/2022: Topeka, KS
A financial service representative provides financial advice and matches financial products with customers' needs and goals.
02/16/2022: Richland, WA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Services Representative jobs
Financial service representatives can benefit from analytic and customer service skills when establishing and maintaining relationships with clients or when making financial recommendations.
02/19/2022: Olympia, WA
Opt for more than a basic bank account.
03/19/2022: New York, NY
Financial services representatives work with customers and clients on a daily basis, so applicants for this job should have strong customer service skills.
02/16/2022: Frankfort, KY
Soft skills for financial services representative roles can be of help.
02/20/2022: Bradenton, FL
Partner with specialists such a loan officers, business bankers and financial advisors to ensure customers gain access to experts.
01/08/2022: Miami, FL
Step 3: View the best colleges and universities for Financial Services Representative.
