What are the responsibilities and job description for the Financial Representative position at Training By Design Financial Agency?
Overview
Are you a self motivated, results oriented individual with a passion for sales? Do you want the freedom to earn unlimited income, while working on your own terms?
We are seeking driven and enthusiastic sales agents to join our team on a commission based basis. As a Agent you will play a pivotal role in educating families on how to make money, save money, and get out of debt. You will work alongside a dynamic team where creativity and problem solving are celebrated. This is a fantastic opportunity to take control of you income potential, while representing a product/service that clients love.
Responsibilities
- Develop and maintain client relationships by providing exceptional service and personalized financial advice.
- Develop and implement strategies to enhance client engagement.
- Assist clients with wealth management strategies, including portfolio management and cash management solutions.
- Analyze clients' financial situations and recommend appropriate products or services to meet their needs.
- Stay updated on industry trends, regulations, and best practices to provide informed recommendations.
- Collaborate with other financial professionals to enhance service offerings and client satisfaction.
Requirements
- Must be Hard working, ambitious, and coachable
- Strong work ethic and a drive to succeed.
- Exceptional Client Service Relations
- Strong research skills to identify relevant data for informed decision-making.
- A proactive approach to problem-solving and client engagement.
- Must be 18
- Must be able to work in the United States
Join us as a Financial Representative where you can make a significant impact on clients' lives while advancing your career in the financial services industry!
Job Types: Full-time, Part-time
Pay: $1.00 - $100,000.00 per year
Expected hours: 5 – 40 per week
Benefits:
- 401(k)
- Health insurance
- Life insurance
Compensation Package:
- Commission pay
Ability to Commute:
- Fredericksburg, VA 22408 (Preferred)
Ability to Relocate:
- Fredericksburg, VA 22408: Relocate before starting work (Preferred)
Work Location: Hybrid remote in Fredericksburg, VA 22408
Salary : $1,000 - $100,000