What are the responsibilities and job description for the Financial Services Agent position at Curnett Financial?
Job Overview
We are seeking motivated individuals to join our team as Financial Services Agent. In this role, you will provide personalized financial solutions to clients, offering life insurance, investment opportunities, and mortgage loan assistance. You’ll educate clients on financial literacy and enjoy the flexibility of a commission-based role with significant earning potential.
Duties
- Offer tailored financial solutions, including life insurance, investment strategies, and mortgage loans.
- Educate clients on financial literacy and wealth-building strategies.
- Conduct client meetings, both virtually and in person, to assess needs and provide services.
- Stay up-to-date on financial products, industry trends, and regulations.
- Operate with a flexible schedule, working remotely and setting your own appointments.
- Provide exceptional customer service to build and maintain strong client relationships.
Experience
- Strong interpersonal and communication skills.
- Experience in sales, customer service, or finance is a plus but not required.
- Self-motivated with the ability to work independently.
- Interest in financial services and helping clients achieve financial independence.
- Willingness to learn and obtain necessary licensing for the role (e.g., life insurance license, securities, and mortgage loan).
Compensation:
- This is a commission-based position with earning potential directly tied to your performance.
- Support and training are provided to help you succeed in the role.
- Licensing fees are sponsored.
Join us in making a positive impact on our clients' financial well-being while advancing your career in the finance industry!
Job Type: Part-time
Pay: $3,681.00 - $4,349.00 per month
Benefits:
- Flexible schedule
- Work from home
Supplemental Pay:
- Bonus opportunities
- Commission pay
Application Question(s):
- This is a commission-based position with earning potential directly tied to your performance. Do you understand this?
Ability to Commute:
- Houston, TX 77084 (Required)
Ability to Relocate:
- Houston, TX 77084: Relocate before starting work (Required)
Work Location: Hybrid remote in Houston, TX 77084
Salary : $3,681 - $4,349
