We are seeking a motivated and detail-oriented Financial Services Agent to join our team. This role involves assisting clients in managing their financial needs, including insurance, investments, and savings. The ideal candidate will have excellent interpersonal skills, and a commitment to providing exceptional customer service.
No experience needed 
We offer the training 
We sponsor the licenses
**Key Responsibilities:**- Assess clients’ financial situations and develop personalized financial plans.
- Advise clients on a variety of financial products and services including insurance policies, investment options, and savings plans.
- Connect clients with licensed representatives to ensure they receive expert advice and support.
- Assist clients in setting and achieving their financial goals.
- Conduct regular reviews of clients’ financial plans to ensure they remain aligned with their goals.
- Build and maintain strong client relationships through regular communication and follow-ups.
- Educate clients on financial principles and strategies to help them make informed decisions.
**Skills:**
- Analytical thinking and problem-solving skills.
- Detail-oriented with a high degree of accuracy.
- Strong organizational and time management abilities.
- Ability to work independently and as part of a team.
- High level of integrity and ethical standards.
- Exceptional customer service and relationship-building skills.
**Benefits:**
- Competitive commission and performance-based bonuses.
- Professional development opportunities and support for obtaining certifications.
- Flexible work schedule and the possibility of remote work.
**Company Overview:**
Z and Z Massoud Inc is a leading financial services firm dedicated to helping clients achieve their financial goals and a partner with the top insurance and investment firms in the nation. Our team of experienced professionals provides expert advice and personalized financial solutions. We are committed to fostering a supportive and inclusive work environment where employees can thrive and grow.
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If you have any specific details or additional requirements you'd like to include, let me know, and I can adjust the description accordingly.
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