[Remote] Financial Services Associate

🌍 Remote, USA 🚀 Full-time 🕐 Posted Recently

Job Description

Note: The job is a remote job and is open to candidates in USA. Team Alliance is offering a rewarding career opportunity in financial services, emphasizing mentorship and training for individuals looking to build a business. The role involves generating new clients, assessing financial goals, and providing tailored financial solutions while working remotely from anywhere in the U.S.

Responsibilities

Generate new clients using digital and traditional strategies
Meet with clients to assess financial goals and provide wholistic financial solutions
Utilize financial software to create tailored plans for families and business owners
Communicate effectively and build long-term client relationships
Expand your leadership skills and grow your business
Work toward financial independence while making an impact in your community

Skills

Must obtain a Life & Health Insurance License within 21 days (already licensed preferred)
Must be legally authorized to work in the U.S
Passionate about financial security and helping others
Self-motivated and entrepreneurial
Committed to personal and professional growth
A strong communicator and team player
Looking for a career with flexibility and unlimited earning potential
Experience in sales
Experience in real estate
Experience in customer service
Experience in finance
Experience in legal
Experience in healthcare
Experience in teaching
Experience in recruiting
Experience in business ownership
Experience in community building
Experience in leadership