Job summary
Job overview
This part-time remote role is for a Financial Services Professional who will assist clients in achieving their financial goals through planning and services.
Responsibilities and impact
The Financial Services Professional will provide financial and retirement planning, communicate regularly with clients and teammates, and help clients diversify their financial portfolios.
Compensation and benefits
Paid base on services provided.
Experience and skills
Excellent communication skills, ability to work independently, willingness to obtain a state professional license, and a team player attitude are essential qualifications.
Company information
The company is a financial services firm offering a range of products including life insurance, annuities, and retirement programs to help clients achieve financial goals.
Job location and travel
The role is remote, but candidates must reside in the US and have a laptop/desktop and internet access.
Company overview
Financial Services is a leading company specializing in providing a wide range of financial products and services, including banking, investment management, insurance, and wealth management. They generate revenue through interest on loans, fees for financial advisory services, insurance premiums, and investment returns. Founded several decades ago, the company has grown through strategic acquisitions and technological advancements, establishing a strong market presence. Their commitment to innovation and customer-centric solutions has positioned them as a trusted partner in the financial industry.
How to land this job
Tailor your resume to highlight your communication skills and experience in financial planning or related services, as these are essential for the Financial Services Professional role.
Emphasize your ability to work independently and remotely, as well as your willingness to obtain any necessary state professional licenses.
Showcase any experience you have in helping clients with retirement planning, debt management, or financial portfolio diversification, as these are key responsibilities of the role.
Apply through multiple channels, including the Financial Services corporate site and LinkedIn, to maximize your exposure to hiring managers.
Connect with professionals in the financial services division on LinkedIn to express your interest in the position and learn more about the company's culture and expectations; you could mention your enthusiasm for helping clients achieve their financial goals or ask about their experiences in the role.
Optimize your resume for ATS systems by incorporating specific keywords from the job description, such as 'financial planning,' 'retirement planning,' and 'communication skills' to improve your chances of passing initial screenings.
Utilize Jennie Johnson's Power Apply feature to streamline your application process, ensuring your resume is tailored for the role, finding the best channels to apply through, and identifying LinkedIn connections to network with effectively.
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