What are the responsibilities and job description for the Financial Consultant position at CTI Solutions?
This is a hybrid position that requires excellent communication skills with a focus on creating a positive customer experience throughout the analysis process. Candidates must be highly organized and comfortable working with financial documents and confidential information.
Additionally, candidates must be savvy in working with customers that may be difficult or frustrated as well as happy and
cooperative customers. This role requires professionals that are goal oriented; driven by nature; ability to work well on teams; and extremely self-motivated to keep files moving forward in the production process with minimal lag time. Ideal candidates are solution oriented thinkers and agile by nature for a continually evolving work environment.
Compensation is based on commission. Potential compensation $35,000- $60,000 annually part time ( not including bonuses and residual income from portfolio management)
Effective community outreach is vital at the outset to ensure success in this role.
Develop invitation opportunities for speaking engagements to groups or individuals that will yield leads and expand the referral network within the assigned territory.
Represent the company at business and industry events.
Duties:
Collect financial information of clients for pre qualification
Assist with creating investment portfolios
Assist business owners with qualifying for business funding
Assist with helping future homeowners qualify for mortgage financing.
Requirements:
- 20 years of age
- Strong Leadership Skills
- Able to pass Background Screening
- Can dedicated 10 hours a week to training and certification license
- All agents are required to get Life License before exploring certification in other areas
For more information visit our website www.cti2022.com/career
Job Type: Part-time
Pay: $35,000.00 - $60,000.00 per year
Expected hours: 10 per week
Benefits:
- Financial planning services
- Life insurance
- Professional development assistance
- Retirement plan
Compensation Package:
- Bonus opportunities
- Commission pay
- Employee stock purchase plan
- Signing bonus
Ability to Commute:
- Blue Ash, OH 45242 (Required)
Work Location: Hybrid remote in Blue Ash, OH 45242
Salary : $35,000 - $60,000