What are the responsibilities and job description for the Financial Services Representative position at Meraki Group Endeavors?
About Synergy Financial
Synergy Financial is a fast-growing leader in financial services, committed to helping families improve their financial future. We offer exceptional part time and full time opportunities for motivated individuals to work from home as state-licensed insurance brokers on our commission-based platform.
The Role :
As a Financial Services Representative at Synergy Financial, you will deliver comprehensive financial planning services such as 401K rollovers, annuities, life insurance, and more. This role requires excellent client interaction skills and the drive to succeed in a competitive, rewarding environment.
Responsibilities :
Work with clients to provide personalized financial solutions. Assist clients with planning for long-term financial goals using various financial strategies.Monitor market trends and provide trustworthy financial advice.
Ideal Candidate :
To excel in this position, you should display :
Strong Customer Service Skills : Build and maintain lasting client relationships.
Sales and Negotiation Expertise : Bring exemplary negotiation skills to close deals effectively.
Business Development Skills : Capable of expanding client base through high-quality service.
Analytical Proficiency : Use data analytics to inform strategies and improve outcomes.
Financial Services Consulting Experience : Bring in-depth knowledge and strategic acumen to the role.
Compensation :
This position operates on a commission-based structure, with an estimated potential earnings of $75,000 to $150,000 annually. Your dedication and effort directly correlate with your financial success.
Why Join Synergy Financial?
Synergy Financial believes in empowering individuals and families through financial education and the creation of generational wealth.
Transform Lives : Make a crucial difference in your clients' financial health.
Training and Support : Receive rigorous training needed to thrive in the financial services industry.
Growth Opportunities : With us, your financial and professional achievements know no bounds.
Apply Today
Join our movement to change lives and achieve financial freedom. Your new path starts here with Synergy Financial and our screening partner, JAG-LOGiC. Don't wait—take control of your financial future and apply now!
This is a contract position and selected candidates will operate as independent consultants (1099) . This position offers significant earning potential that depends on your personal effort and capabilities.
Position Title : Remote Commission-Based Financial Services Representative (1099 Contract)
Company : Synergy Financial
Location : Remote - United States
Industry : Business Consulting and Financial Services
Employment Type : Contract (1099)
Salary : $75,000 - $150,000