What are the responsibilities and job description for the Financial Services Representative position at Five Rings Financial, LLC?
Company Description
Five Rings Financial was founded to educate Middle Americans on personal finance, using safe money strategies to prepare for retirement and overcome financial obstacles like inflation, debt, and taxes. The company offers solutions to protect savings, capture upside potential, and secure family legacies. Alternative options in place of volatile market investments help clients navigate unexpected financial challenges.
Role Description
This is a full or part-time remote/ hybrid role as a Financial Services Representative at Five Rings Financial, LLC. The Financial Services Representative will assist clients in understanding personal finance fundamentals, provide guidance on investments, insurance options, and financial services. Daily tasks include financial analysis, customer service, and recommending tailored financial solutions to meet clients' needs.
Qualifications
- Finance, Financial Services, and Investments skills
- Customer Service expertise
- Knowledge of Insurance products
- Excellent communication and interpersonal skills
- Ability to analyze financial data and provide recommendations
- Strong attention to detail and organization
- Experience in a similar role or financial services industry
- Bachelor's degree in Finance, Business, Economics, or related field preferred
Full or Part-Time
Commission based
$2,000- $150,000/ yr.
Salary : $2,000 - $150,000