Job summary
Job overview
The Financial Services Associate position focuses on educating families and business owners about financial solutions, aiming to convert client portfolios into tax-free retirement vehicles.
Responsibilities and impact
Daily responsibilities include providing exceptional customer service, participating in marketing strategies, and consulting clients on financial protection and investment strategies while working towards a leadership role.
Compensation and benefits
The position offers high income potential through commission, residual income, bonuses, and the option to work remotely, with flexible hours and rapid advancement opportunities.
Experience and skills
Candidates must be at least 18 years old, a legal U.S. resident, and able to complete licensing requirements within 60 days; no prior experience is required, but accountability and integrity are essential.
Career development
The role provides opportunities for rapid advancement to management positions and offers comprehensive training programs to enhance financial knowledge.
Work environment and culture
The company promotes a flexible work environment with options for remote work and emphasizes a supportive team dynamic.
Company information
The firm is dedicated to helping individuals understand their finances without imposing minimum investment requirements, distinguishing itself through an educational approach and a comprehensive range of services.
Team overview
The team is expanding and focuses on training new associates to help them grow into leadership roles, supported by mentors and training programs.
Job location and travel
The position allows for remote work, enabling associates to work from home or anywhere they choose.
Application process
Candidates should prepare to meet licensing requirements and demonstrate accountability and integrity during the application process.
Unique job features
This role offers unique compensation methods, including commission and passive income opportunities, along with world-class financial education.
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 showcase your commitment to educating clients about financial matters, emphasizing any experience in customer service and your ability to communicate complex concepts clearly.
Highlight your integrity and accountability, as these qualities are critical in the financial services industry, particularly in a client-facing role.
Apply through various channels, including the Financial Services corporate site and LinkedIn, to broaden your reach and visibility for this position.
Connect with professionals in the financial services division on LinkedIn to gather insights about the role and the company culture, using ice breakers like asking about their experience with client education or their thoughts on the current financial landscape.
Optimize your resume for ATS systems by incorporating keywords from the job description, such as 'customer service,' 'financial protection,' and 'investment strategies,' to enhance your chances of passing initial screenings.
Consider utilizing Jennie Johnson's Power Apply feature, which can streamline your application process by tailoring your resume, identifying optimal application channels, and suggesting relevant networking connections, allowing you to focus your time and energy on your job search.
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