Vacancy expired!
Our firm is looking for someone who is professional and has a desire to help educate families in the concepts of protecting, managing and helping families build individual wealth. This is a part time or full time opportunity and can be worked remotely.
Our main mission is to educate all families on the following concepts:
Taxes, College Funding, Debt Elimination, and Retirement Planning
Your responsibilities will be to:
-Analyze a client's financial situation and create a retirement strategy for them
-Must have professionalism toward clients and product providers (we work directly with 130 of the best financial institutions in the United States)
-Maintain client relationships
-Run basic computer software for clients
Skills
-Proven customer support experience
-Track record of over-achieving
-Strong people skills and active listening skills
-Familiarity with computers
-Customer servicing and ability to adapt/respond to different types of characters
-Excellent communication and presentation skills
-Must have strong work ethic
Requirements:
Must have a clean background
Its okay if you don't come from the financial background, but must be willing to learn
Vacancy expired!