What are the responsibilities and job description for the Financial Services Representative position at Training By Design Financial Agency?
Job Summary
Are you someone who is looking for something that is not your regular 9-5? Are you looking for something that gives you flexibility with your day to day life? Are you a self-motivator, goal-orientated, and great at building relationships? If that's you, this is opportunity is for you!
As a Financial Services Representative with Training By Design Financial Agency, you'll have the opportunity to help families safeguard their financial future, along with gaining a wealth of knowledge of finances while earning unlimited income. We're seeking individuals with an entrepreneurial mindset that's ready to take control of their income, time and future.
Why Work With Us?
- Unlimited Earnings Potential: Your success is in your hands—earn what you’re worth with uncapped pay!
- Flexibility: Design your own schedule and work from anywhere. Yes, even from your couch or the beach!
- Supportive Team Environment: Be part of a collaborative team that celebrates wins together.
- No Experience? No Problem! We’ll provide the training and support to help you earn your life insurance license and start selling quickly.
- Advancement Opportunities: We promote from within—grow your career as fast as your ambition allows!
Responsibilities
- Assist customers with financial inquiries and provide exceptional customer service.
- Educate clients on financial products and services, promoting sales when appropriate.
- Promote financial products and services to enhance customer relationships.
- Maintain compliance with regulations, including obtaining a Life Insurance License, and also assist in fraud prevention efforts.
- Maintain accurate records of transactions.
- Collaborate with team members to enhance customer relationships.
Qualifications
- Strong customer service skills and a commitment to client satisfaction
- Ability to obtain a Life Insurance License
- Willingness to learn financial sales techniques and relationship management skills
- No prior experience necessary; training will be provided
Application Question(s):
- Are you readily able to invest $200-350 to obtain your state license?
- Do you understand that this is a business opportunity and not a W2 Job?
Job Types: Full-time, Part-time, Contract
Pay: $1.00 - $250,000.00 per year
Expected hours: 5 – 40 per week
Benefits:
- Financial planning services
- Flexible schedule
- Opportunities for advancement
- Professional development assistance
- Profit sharing
Schedule:
- Evenings as needed
- Monday to Friday
- Weekends as needed
Work Location: Hybrid remote in Fredericksburg, VA 22408
Salary : $1,000 - $250,000