What are the responsibilities and job description for the Financial Services Professional position at Big Spur Financial?
Company Description
Big Spur Financial is a remote financial services provider that helps families achieve their short and long-term financial goals. Partnered with Fortune 500 companies like Nationwide, Fidelity, and Prudential, we offer flexible opportunities for individuals looking to make a part-time or full-time career move. Our focus is on providing in-depth training and support to our team members, emphasizing communication, customer service, and people skills.
Role Description
This is a part-time, commission based, remote role at Big Spur Financial. As a Financial Service Representative, you will assist clients in financial planning, retirement planning, and delivering financial services. Your day-to-day tasks will involve communicating with clients, analyzing their financial needs, and providing tailored solutions to help them achieve their goals.
Qualifications
- Strong Communication skills
- Customer service skills
- Ability to work independently and remotely
- Detail-oriented and analytical mindset
- Coachable mindset
- Certifications in financial planning (e.g., life and health) are a plus
Requirements
- Must be 18 years or older.
- Must be located within the US.
- Must be able to pass a background check.
- Must be authorized to work in the US.